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Sometimes, users may need to edit merged cards .
In the Card List , select the Edit icon from the Tools column in the row for the merged card. (This can be done from other screens that show cards as well, but the options layout is somewha...
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After creating routing scenarios , users can apply them to doc codes or cards.
Apply routing scenarios to doc codes (individual)
If a routing scenario is available to use on a project already, select it from the Routing Scenario drop...
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This article explains how to add or edit routing scenarios. For an overview of routing scenario functions, see this article first.
Topics
Add routing scenarios
Edit routing scenarios
Add/edit routing scenarios for all new pro...
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If using stage lists with multiple stages, it is possible to assign a different routing scenario to each stage the documents pass through.
First, ensure the correct Stage List is selected for the doc code (or card). If needed, save to apply t...
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When working with Prices & Estimates , Admin users can set default prices and add new pricing segments under Admin settings. Admin and Full users can also set default prices for specific customers under the companies' profiles.
Global...
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Overview
DocBoss now allows a horizontal layout in the files used for equipment list uploads. This feature can save time for users working with units that have multiple components that need to be tracked.
Typically, to include sub-units in a...
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The routing scenario feature allows users to predefine document workflow in detail.
For example, in the image below, DocBoss knows to assign a specific set of reviewers based on the file's return source (customer) and whether or not the st...
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Created On: 02/10/2023
in Release Notes Older Releases User Interface
Update grid on the card list
The grid has been replaced on the card list. This includes the ability to pin columns, navigate the grid with arrow keys and many more functions. For more detail about our new grids, see here .
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Users can test transmittal templates without needing to complete a submittal.
Before testing, the template will need to be uploaded into DocBoss and then added to a project under the appropriate template type (customer or sub-supplier).
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Created On: 01/16/2023
in Docs Admin User Management
For customers with affiliates enabled, user access to projects and libraries can be configured per affiliate.
Only admin users have permission to add or edit users.
New users
When adding a new user to the system , if affiliate ...