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Last Updated: 09/16/2024
in Docs LibraryEdit library cards (individual or bulk).
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Last Updated: 09/16/2024
in Docs Admin User ManagementEdit details and permissions for own user or others.
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The customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received documents.
The following describes what your customer sees when they access the ...
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Cards in DocBoss have a workflow associated with them. With proper setup and following procedures, DocBoss will automate the next required step in your card workflow.
Workflow Option: Submit
When you submit a document(s), you are c...
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Users may now add an unlimited number of custom fields to the main area of projects. Create new date, text, or list fields. There is also an option to define whether fields are mandatory. Users may apply them to any or all project templates.
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Date formatting can be set in Docboss in three places: On specific projects, under Project > Set Up > Main On Project Templates, under Project Settings > Date Format Under Admin, for the whole system To see the current date settings for...
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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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Default/forced routing can be defined for any stage. You can define an assignment for all cards which come back either as COMPLETE, or INCOMPLETE.
1. Review when stage is NOT COMPLETE
If users set values for “Review when stage is n...
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Void
There are 2 types of VOID in DocBoss.
Not Required
Un-mark the checkbox under the "Required" column.
You can mark a document as “Not required” at any time.
If it was locked, its state will show V (Void)
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In some cases, customers require that stamps are placed directly onto the document, rather than, or in addition to a cover page. DocBoss allows users to upload stamp templates, and stamp documents. The same variables as used on cover pages can be ...