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Temporary cards
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...
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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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The Project Profile is a section of the Project Set Up > Main screen. This section is for your customer (the company to whom you are submitting the documentation), all applicable transaction numbers, the End User (if applicable) and the order ...
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Defaults
The defaults for notifications are available in the general admin area and can be edited on the main settings area of each project. These settings may be defined for each target.
These settings can all be edited/overridden on t...
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Last Updated: 09/16/2024
in Videos
The following are quick tip videos to further support our helpdesk articles and videos. These quick tip videos have been created based on frequently asked questions.
Compilation Settings
Edit Document Numbers via CSV (also includes ho...
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When creating a new Project, the initial submission dates (original scheduled dates) are set by default to 10 days after order date indicated in Main.
This can be changed from the Code List using reference date and delivery days columns o...
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Last Updated: 09/16/2024
in Docs Projects Workflow Stages
In DocBoss the stage name adder is the text that a customer wants to be included on the cover sheet, Specifically if the next revision of a document that they returned as Approved with comments or Rejected.
For example they may ask you to in...
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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: 09/16/2024
in Docs Projects SDI Reports Advanced
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 ...
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On auto-created cards, you can split a card into two, and assign specific units to each card.
Navigate to the card list, and click the split icon.
From the pop up, click create new card.
The internal references for the cards will ...