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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 us...
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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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The FormatOnChange[cell] is available for document index (SDI report) templates AND cover page templates. This parameter highlights changes in data since the previous submission. Setup This can be used for any variables that have the Form...
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Best Practices
Adding Companies
Use an external reference ID for new companies from a shared business system. This avoids duplicates being added with alternate spellings. DocBoss will warn you if the name it is exactly the same but if the...