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Last Updated: 09/16/2024
in FAQSteps to reset your password.
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When uploading doc numbers using the edit data via CSV from the Card List – you must add the word (in all caps) OVERRIDE into the related column for "Doc Number Manually Changed".
Why?
Let’s assume you have auto-numbered all cards. When...
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The document revision settings for a project are set under Set Up > Main > Document Revision Settings . By default, DocBoss allows you to manage one revision number (primary doc rev), however you have the ability to manage two by enabling the...
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RegEx (regular expression) patterns are a standard type of coding used to match text. In DocBoss, you can use RegEx to parse card metadata from the file names when using the Bulk Processing and Create Cards and Match features. Formatting p...
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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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Last Updated: 09/03/2024
in Release Notes Current Releases
Our May 2024 release is packed with new features including lots of user-friendly changes to the interface, additional flexibility with stage lists, a learning mode, and Single Sign On.
Grid Updates
Filtering
The ability to filter dat...
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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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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 the submi...
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Mark all or part of a submittal as void (cancelled).
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Last Updated: 03/26/2025
in Docs Admin User ManagementEdit details and permissions for own user or others.