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Usually when a copy or sheet is created from a card, the new card is expected to be a different, but related document. It is possible to create a full copy of a card (as a copy or as a sheet), including the active file and all of its history, foll...
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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: 09/16/2024
in FAQ Resources
Confidential projects can be created in DocBoss in order to restrict access to other users.
1. Create a new affiliate company
First steps it is to add a new internal affiliate company. New affiliate companies can be added by admin user...
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When a document it is returned by the customer with a status that have "stage complete" and this is the last or only stage, the cards it is marked as complete:
Once a card it is marked as complete, there is no further workflow expected....
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Sometimes users may receive a "File is empty" error message when trying to upload a file to DocBoss.
Common issues and resolutions are listed below:
The file does not contain any information (size is 0 kb)
Ensure that the correct file is ...
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Last Updated: 09/16/2024
in Docs Admin User Management
To view and enable automated email reports, first navigate to your User Profile
Scroll down to the Email Notifications area where several reports can be enabled and sent to you by email.
Alerts
Action Alert
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There may be some situations when a Card needs to be dismissed but the history and file still needs to be used in a different card.
e.g. A Merged Set which contain cards related to Tag1, Tag2, Tag3 was sent and reviewed by the customer. ...
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Last Updated: 09/16/2024
in Docs Projects SDI Reports
If you want the ability to submit and manage an Index Report in DocBoss you must link the SDI Report to a Document Card.
Step 1 - Ensure Doc Code is set to Type = SDI Report
Navigate to Code List (Requirements)
On the Doc Code fo...
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The history of all cards is actively captured in DocBoss. You have the ability to view all previous versions of the document.
Clicking the History icon (from the Tools column) will open the History in a new window.
The new wi...
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Last Updated: 09/16/2024
in Docs Admin System SetupIndicate method of submittal delivery on templates.