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Customers periodically ask how they should set up their file structure for saving submittals on their server. While not technically required, it's a good practice. Heres the layout we suggest
Project ABC
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You can add custom fields to your cards. Here's how to create and manage them.
How to create a Card Field
The initial set up of the custom Doc Code / Card Field must be done by an Admin User. Once created, they can be enabled or disabled o...
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What Does Locking Cards do?
Once a card is locked, DocBoss starts tracking the State and in addition, it stops that card from being auto-renumbered.
Is a Card Locked?
There is a column on the Card List that displays if a card is Loc...
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If you want, you can change the Email Template that is used for any project.
To Get Here:
Project menu - (SetUp) Main, Scroll to Output Settings
The drop-down (beside each Type of submittal) lists the available templates you h...
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You can view documents in DocBoss without having to download them first.
Enabling the viewer is super easy, the viewer “Switch” is a toggle that allows you to turn it on or off.
Incoming Docs
File Staging Area
Once it is enabled...
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Created On: 03/02/2018
in Release Notes Older Releases
Preview Stamp
DocBoss now allows you to see the stamp while you are placing it on the document. This will include the variables (until it has actually been assigned)
Once it has been assigned to the card, the variables will populate with ap...
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DocBoss allows users to make changes to existing data in the Card List using a CSV (excel) file. When you download the file for the first time the data can be a bit overwhelming - Don't let that scare you! Once 'Add/Edit Data via CSV' is cli...
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How to Enable Manual Cards
To add manual cards to a project, you must first ensure the manual card module has been enabled in your project.
To find this option, navigate to Project menu > Set Up > Project Fields Template.
From here, ...
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Created On: 02/27/2018
in Docs Admin Email Send Address
Choose the email address DocBoss displays as the sender when making submittals.
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DocBoss allows the user to select individual pages from a multi-page pdf, and assign them to separate cards.
Select and assign
Click on Thumbnail OR
Use selection on top left of thumbnail
The selected pages will have a yellow bord...