-
There are five different templates used in compilations. Users can upload / update templates in the template management area of the instance menu.
Available templates include the following:
Compilation Cover Page
The compilati...
-
Created On: 01/30/2019
in Docs Admin User Management
Admin users can manage their instance's user list from the Manage Users screen.
From the Instance Menu , select Manage Users to navigate here.
Manage Users
From the Manage Users screen, admin users can:
Man...
-
Created On: 01/30/2019
in Docs Admin User Management Permissions may only be managed from the Manage Users screen. Note that there is a View Permissions screen from the instance menu, but it is READ ONLY and is available to all user types. To edit user permissions, you must have an admin role....
-
Created On: 01/18/2019
in Release Notes Older Releases Equipment List
Create combination columns
There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project te...
-
General recommendations
Although most of the basic Excel features are supported in templates for Docboss documents, not every feature can be used. There are also some differences when building templates that would be output as PDF (usually v...
-
Created On: 11/13/2018
in Docs Admin Customization
If a user uploads an equipment list that includes placeholder values in the Tag field (NA, N/A, etc.), they can add these values under Admin > Other Lists > Ignored Values to hide the placeholder values from document tag lists.
As ...
-
If one of your files is corrupt, or the PDF is incorrectly formed, we will report this by showing you an error in the file staging area of the assign screen.
You can delete the offending file and reupload, or, if the problem persists, try prin...
-
If you make a mistake assigning files into cards, you can undo it 2 ways
From the assign screen
1) Go to the Assigned tab, and
2) Click the Rollback Latest Assignment icon. Note that if the document has already undergone addition...
-
In / Out Metrics
Submittals received:
The number of incoming folders created for the selected sources for the selected period of time.
We use the date of the folder
Files assigned (from submittals):
The number of files ass...
-
This article explains the steps to applying stamps. Please keep in mind, for the stamps to show on the documents (not just a preview), they must be sent via outgoing submittals. It is during this process DocBoss adds the stamp you apply to the doc...