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Created On: 06/29/2023
in Docs Admin Customization
Outgoing file name formats can be created using variables and text but all file names should follow a "safe" rule list.
Once files are uploaded to DocBoss, the media where these are stored have limitations to the allowed naming of files. There...
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If it is undesirable to have hyphenated values split between two lines on a template, a non-breaking hyphen can be used to prevent this (for example, to keep hyphenated tag numbers on a single line on a cover page). This can be accomplished manual...
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Created On: 05/30/2023
in FAQ Resources
DocBoss wasn't really designed to build source documents directly, but our document index templates certainly bring that thought forward.
Note:
- Files can be submitted as PDF and Excel
- Templates are uploaded as DOCUMENT INDEX type
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Created On: 05/16/2023
in Docs Admin Suggestions for transitioning your team to work in DocBoss.
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Created On: 05/16/2023
in Docs Getting Started Log in, review navigation and menus, and learn about next steps for each user role.
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Created On: 05/09/2023
in Docs Projects Project FAQ
When working with sub-suppliers, there are several options that can be enabled for DocBoss to help identify which documents belong to each sub-supplier and to make submittals and expediting easier. Sub-Supplier List When using auto-generat...
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Created On: 05/03/2023
in Release Notes Older Releases Affiliates
Add time zone for affiliate
Previously, the time zone was configured for the entire instance. As affiliates are often used for parts of a company in different parts of the world, we have added the ability to set affiliate-specific tim...
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Created On: 05/01/2023
in Docs Admin System Setup Recommendations for splitting or combining multiple instances of DocBoss.
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Sometimes users may receive a "File is empty" error message when trying to upload a file to DocBoss.
Common issues and resolutions are listed below:
The file does not contain any information (size is 0 kb)
Ensure that the correct file is ...
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Created On: 04/27/2023
in Docs Library
The steps below explain how to export and import an existing collection of documents in an instance's library.
For instructions on adding new files to the library, see here .
Export library documents and metadata
From the system men...