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Created On: 01/19/2018
in Release Notes Older Releases Add stamp to document
In some cases, customers require that stamps are placed directly onto the document, rather than the addition of a cover page. DocBoss now allows users to upload stamp templates, and stamp documents. The same variables as us...
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The history of all cards is actively captured in DocBoss. You have the ability to view all previous versions of the document.
Clicking the History icon (from the Tools column) will open the History in a new window.
The new wi...
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Created On: 01/19/2018
in Docs Projects Workflow Stages
Documents submitted to EPCs often must go through multiple issue purposes. While some documents may only be submitted as For Information or For Approval, engineered drawings can go through multi-step submittal processes. A common workflow fo...
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Once an Action has been applied to a card, it remains in the Outstanding Actions Grid until the Action has been marked complete or REMOVED .
You can view all Outstanding Actions (for all projects in your instance) OR you can view Outstanding ...
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Once an action has been applied to a card, it remains in the Outstanding Actions grid until the action has been marked complete or removed .
You can view all Outstanding Actions (for all projects in your instance) OR you can view Outsta...
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The outstanding actions grid is used to display a list of all the current assigned actions:
Actions can be checked in the Action Dashboard screen where all actions across all Projects are included (DocBoss logo > Action Dashboard)
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Workflow Option: Routing Documents via Actions
When routed internally, the documents are moved to user specific work areas called “Outstanding Actions”. Inside that area, users will make comments on the documents, while having the option to upl...
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Cards in DocBoss have a workflow associated with them. With proper setup and following procedures, DocBoss will automate the next required step in your card workflow.
Workflow Option: Submit
When you submit a document(s), you are c...
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DocBoss maintains a state for every locked card. Cards become locked if ANY of the following actions have been performed:
The card has been submitted to the customer (tracked separately also)
A system generated INDEX has been submi...
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Consider the following scenario:
Doc Code = Q14 – Drawings
Level = Model
In your equipment list, you have
Unit 1: Model=ABC
Unit 2: Model=ABC
Unit 3: Model=DEF
During the auto-generation, DocBoss creates 2 cards. ABC...