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Last Updated: 09/16/2024
in Docs Getting StartedFind documentation, release notes, and frequently asked questions.
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The walkthrough shown below uses the Card List to illustrate filtering options. Filtering on the Multi-Project Card Report screen uses the same layout. There are different areas of the screen for different types of filters. The sections are c...
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This is used to format the file names on any Outgoing Submittals.
To get here: Navigate to the Project Menu > Main and look in the Formats area.
Click on the Edit button.
Single pattern format
Single Pattern - Choo...
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Query and export card data across multiple projects.
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Assign returned files to cards and add their return status.
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Once an action has been applied to a card, it remains in the Outstanding Actions grid until the action has been marked complete or removed .
You can view all Outstanding Actions (for all projects in your instance) OR you can view Outsta...
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Mark all or part of a submittal as void (cancelled).
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Default date format
For any template variables including dates, the formatting of the date will default to the date format chosen for the project. This can be changed under Project Menu > Main > Settings > Date format .
To change...
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Overview The Status (Combined) column is a quick way to get lots of information about a card's current status and location. This column displays the following information about each card: Status Location, if not out with/pending to a submit...
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Last Updated: 09/16/2024
in Docs Admin Email Send AddressChoose the email address DocBoss displays as the sender when making submittals.