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If the uploaded files don't match with any card, we show you an error in the top area of the matching screen.
You can check the cause by hovering over the error symbol.
Testing bulk match parameters
Select the info icon for the card...
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Users have the option to apply a Compilation Cover Page to compilations and packages. This is in addition to Submittal Cover Page. The compilation cover page is generally a title page for the compilation. BUT - you can use exactly the same varia...
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Often, a customer may place an order which is very similar to an order from the past. In these circumstances, you may find it saves time to copy an existing project to jumpstart the setup process. Open the project you wish to copy. From the P...
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Current Files from a Single Project Bulk download Users can extract the most recent file from multiple cards via the Bulk Doc Download function on the card list. Navigate to the card list for any project, select the card(s) you want to includ...
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Last Updated: 09/19/2024
in Docs Admin User Management Permissions may only be managed from the Manage Users screen. Note that there is a View Permissions screen from the instance menu, but it is READ ONLY and is available to all user types. To edit user permissions, you must have an admin role....
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Navigate to the Main page of your project. In the Output Settings section under Submittals, you will have a drop down that will allow you to select any Transmittal Templates that are available for your use. Find the one you want and select it - ...
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When DocBoss auto-generates cards (based on your selected LEVEL), it creates ALL possible cards. In some cases, not all cards are applicable for the doc code in question.
Assume a customer has requested pressure tests from a seller of instr...
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To import/edit a project doc code list via CSV, navigate to the Code List (Requirements) screen and select Upload Data via CSV .
The upload file must contain the same fields (in the same order, with the same spelling) as in the template from...
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Last Updated: 09/19/2024
in Docs Admin User ManagementBulk add or edit users via Excel.
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In order to enable web access, the contact must be added to DocBoss. For information on adding a contact, see our article here .
Allow Web Access: Enable this field to allow the access to the Customer Web Access/Portal
Login (for t...