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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...
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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...
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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...
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Created On: 09/06/2018
in Docs Projects Workflow Stages
When bringing in/returning a document, the stages of the selected stage list will appear in "Status and Routing" section of the processing form. The information provided is as follows: 1. The stage list that is set for the card. 2. The stag...
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Users may now add manual cards to their projects, even when just using the tagged equipment units.
First - ensure the manual card module has been enabled on your project .
Add Cards
To add an individual card, click the + in...
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Created On: 09/04/2018
in Release Notes Older Releases Manual Cards for Tagged Equipment
Add Manual cards (link to either major tags or tagged equipment)
Manual cards allow users to add (or upload) cards, while manually selecting the appropriate doc codes, and tags. This function has existed strictl...
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Ad-Hoc submittals are special, in that they do NOT affect the workflow of your documents. It is simply a way to get documents to anyone outside the company, recording they were sent, and leaving the status/stage etc unaffected.
They should be r...
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On auto-created cards, you can split a card into two, and assign specific units to each card.
Navigate to the card list, and click the split icon.
From the pop up, click create new card.
The internal references for the cards will ...
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Created On: 05/16/2018
in Release Notes Older Releases Major Feature - Approve Supplier Documents
In addition to tracking customer status for each card, you can now manage an internally focused approval process for supplier documents. You define a set of statuses, and when documents arrive from your s...
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Default date format
For any template variables including dates, the formatting of the date will default to the date format chosen for the project. This can be changed under Project Menu > Main > Settings > Date format .
To change...