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The Create Cards and Match option is available for documents related to Major Tags. This allows users to create cards from information in the file name, skipping the step to add manual cards on the project's Card List. When running bulk match, if...
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When working with card history, you will notice two options to reverting a file.
The first option is to "Revert File and meta data" . This option allows you to take a file and the meta data (Document number, revision, submission number, d...
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What is a Project Field Template?
A Project Field Template allows you to define some default settings for your project
Create a New Project Field Template
Navigate – Admin > (Customization) Project Templates
Step 1 Click “+...
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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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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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The Default Users / Lists area of the main setup allow you to define key contacts for the specific project. It also includes the selection of the lists you will be using to manage the project.
Any fields marked with a red asterisk (*) are...
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Last Updated: 09/03/2024
in Release Notes Current ReleasesImprovements to the library and document viewer, and more.
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Last Updated: 09/16/2024
in Docs Admin Customization
Outgoing file name formats can be created using variables and text but all file names should follow a "safe" rule list.
Once files are uploaded to DocBoss, the media where these are stored have limitations to the allowed naming of files. There...
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Doc Code Cover Page/Stamps Options and Templates Users can define the metadata method for each doc code: Cover Page/Stamps Option: Cover page only (no stamp)
Stamp, else cover page: System will prompt the user to place a stamp. If t...
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The single-project equivalent of the Project Dashboard.