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When processing files returned from the customer, DocBoss expects that the page count has NOT changed. All details are explained here .
BUT, when processing documents returned from supplier default "expected cover pages" value is always set t...
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DocBoss allows you to create and manage multiple versions of a single card. Generally - this is required when different language version of a card must be supplied/tracked.
Add/Enable Language Custom Field on Project
To begin, check the proj...
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If using stage lists with multiple stages, it is possible to assign a different routing scenario to each stage the documents pass through.
First, ensure the correct Stage List is selected for the doc code (or card). If needed, save to apply t...
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Material Test Reports (MTRs) can be stored in the DocBoss library for use on individual projects.
The benefits of this include:
Separate workflow for users managing MTRs and users managing projects
Central repository and master source ...
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Last Updated: 09/16/2024
in Docs LibraryAdd additional library card fields and select which folder(s) they are available for.
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This article is a guide for formatting the Excel Import file for bulk adding/editing companies.
To get here, from the system menu, select Lists > Companies > Excel Import/Export .
Steps:
Download the template from Export Excel fi...
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Secondary Doc Codes can only be added to Manually created Cards. Secondary codes cannot be added to auto-generated cards.
When creating a manual card, the secondary code(s) can be chosen in the "Create a New Manual Card" screen, as shown bel...
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Step 4 of the eSignature process.
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Last Updated: 09/16/2024
in FAQ General FAQ
We've had customers ask if their customers might use the review functions - avoiding submittals entirely. Here are our thoughts:
The routing doesn't have the same level of historical reporting.
With submittals, the date out, date return...
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Last Updated: 09/16/2024
in Docs Admin System SetupCustomize default settings for all projects.