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Navigate to the security settings screen via the Settings menu. Your user account must have the security permission to access the security settings. If you do not see this option, contact your administrator. The API Authorization ...
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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...
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This article explains how to add or edit routing scenarios. For an overview of routing scenario functions, see this article first.
Topics
Add routing scenarios
Edit routing scenarios
Add/edit routing scenarios for all new pro...
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Consider the following scenario:
Doc Code = Q14 – Drawings
Level = Model
In your equipment list, you have
Unit 1: Model=ABC
Unit 2: Model=ABC
Unit 3: Model=DEF
During the auto-generation, DocBoss creates 2 cards. ABC...
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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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If you do not want DocBoss to extract/unpack the zip folder and upload the zip file as-is, you can drag and drop the zip folder directly onto the card via the Card List. Alternatively, you can upload the file through Outstanding Actions. To attac...
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Ad-Hoc submittals are special, in that they do NOT affect the workflow of your documents. It is simply a way to get documents to anyone outside the company, recording they were sent, and leaving the status/stage etc unaffected.
They should be r...
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Last Updated: 08/01/2024
in Release Notes Older Releases Unlimited Equipment Fields
You may now add an unlimited number of global and project specific equipment fields.
Details are available here.
Data Inheritance
Inherit data from Major Tag columns to Tagged Equipment units
Inherit data ...
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When a change is made to Order Detail, DocBoss will present only cards which will be VOIDED (considered Obsolete) by the order detail changes. This means that the reference which was previously used for that card no longer exists on the order deta...
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Instructions for grouping the compilation contents by a value from the equipment list (e.g., Item/Model, Tag No., etc.).