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Created On: 03/26/2024
in Articles Library Instructions for adding additional library card fields and selecting which document type(s) they are available for.
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Created On: 03/08/2024
in Articles Projects Project FAQ
Save file as CSV (Comma delimited)
To get proper format of CSV file for further uploading to Docboss - please save your file using Save As ->CSV (Comma delimited) option.
Multiple values cell
If CSV file contains cells where multiple...
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Instructions for setting up and using a provided .xlsx TOC template.
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Instructions for grouping the compilation contents by a value from the equipment list (e.g., Item/Model, Tag No., etc.).
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Examples to demonstrate the impact of available TOC organization options.
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When working with a large number of assigned actions, users may prefer to complete actions in bulk. This also has other applications such as completing actions on behalf of another user. To begin, this option must first be enabled under the user's p...
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This article is a guide for formatting the Excel Import file for bulk adding/editing companies.
To get here, from the system menu, select Lists > Companies > Excel Import/Export .
Steps:
Download the template from Export Excel fi...
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Creating a temporary card allows users to track two workflows, and combine them back together after the temporary workflow is completed. For example, if a drawing is returned from the customer with status “Approved with Comments, Resubmit”, the use...
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Sometimes we are trying to generate a document index by equipment:
This option for SDI Report templates combines the list of equipment units with card metadata in a pivot-style output by doc code.
List of equipment units
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A new parameter, FormatOnChange[cell] , is available for document index (SDI report) templates. This parameter highlights changes in data since the previous SDI report submission.
Setup
This can be used for any variables that have the ...