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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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Compilations can be re-generated on the Edit Compilation screen where they are created , and they can also be re-generated on the Code List. Note that the Compilation must first be attached to the Code.
Navigate to Project Menu > Cards > Co...
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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: 08/01/2024
in Release Notes Older Releases DocBoss has updated the document viewer to include updated navigation options, more flexibility, and extended markup options. See below for a detailed description of the new features.
New Viewer functions
Viewer navigation
Scroll (vertical) ...
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Last Updated: 09/16/2024
in Docs Projects Project FAQ
When it comes to the sub-suppliers associated to a given card, the Sub-Supplier List determines search and output text. When it comes to defining the sub-supplier list - there are two options. the auto-defined values, and an override.
Auto...
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Definitions
- Due Dates are the dates when the documents are scheduled to be submitted to customer (if card is with customer and there is a date in this field, it is intended for the next submittal).
- Expected dates are the dates when the ...
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Last Updated: 09/16/2024
in FAQ General FAQ
Sometimes you may need to send a modified document while the current version is still being reviewed by the customer. An Example:
You send revision 0.
Someone at the customer side steps outside of the normal doc control process (sometimes ...
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Customize dashboard tiles with additional filter options.
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This article explains the steps to applying stamps. Please keep in mind, for the stamps to show on the documents (not just a preview), they must be sent via outgoing submittals. It is during this process DocBoss adds the stamp you apply to the doc...
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If you do not want DocBoss to extract/unpack the zip folder and upload the zip file as-is, you must drag and drop the zip folder directly onto the card via the Card List.
Navigate to the card list
1) drag and drop the zip file directly onto ...