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Created On: 01/13/2023
in FAQ General FAQ
It is likely a permission issue if affiliates are enabled on your project.
If a user has been added to DocBoss but is not available to select in a project's Default Users/Lists settings (under Set Up > Main from the Project Menu ), the...
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The compilations system is built around auto-generated cards (using levels to connect all the data).
If a compilation has to be generated by Major Tag and the cards included in it have been created using both levels of equipment (Major Ta...
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Compilations can be auto-generated per any equipment field by selecting a level for each doc code on Code List (Requirements) grid.
For instructions on how to set a level, see our article here.
Once the level is set, the compil...
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Created On: 10/18/2022
in Docs Getting Started Sort, filter, and change view options in grids.
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Created On: 10/17/2022
in Release Notes Older Releases Workflow
Parallel Routing: Select multiple users per role
Users may now assign routing to multiple people for each role. All users must complete the review for it to proceed to the next role.
1 - each user appears in a removable bloc...
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Created On: 09/26/2022
in Docs Projects Project FAQ
When it comes to the sub-suppliers associated to a given card, the Sub-Supplier List determines search and output text. When it comes to defining the sub-supplier list - there are two options. the auto-defined values, and an override.
Auto...
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Created On: 09/23/2022
in FAQ General FAQ
VDI 2770 is a German standard for final submittal of vendor documentation. The focus is on FINAL PACKAGES, not the day-to-day submittals for approval etc.
The goal of VDI compliance is to create a stand alone package PER TAG. There will be many...
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Current Files from a Single Project
Users can extract the most recent file from multiple cards via the Bulk Doc Download button on the card list.
Navigate to the card list for any project, select the card you want to include in the export ...
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Created On: 08/12/2022
in FAQ General FAQ
There are times when a project has been started outside of DocBoss, and you want all submittal history to be brought into the system. Maybe you just enrolled with DocBoss and have a large project just underway.
It is possible to recreate your s...
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Created On: 07/08/2022
in Release Notes Older Releases User options
Allow admin to define which users can access extended support
Admin users are now able to choose which users have access to DocBoss Extended Support through the Manage Users screen.
Define user responsible for contract
On ...