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Last Updated: 09/20/2024
in Docs Admin User ManagementGrant an admin user permission to access and edit system security settings.
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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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Every submittal starts a Send/Receive pair which can be found in the Card History.
Each pair contains a history entry that if (Y) is enabled it will be included in the SDI Reports.
The system will set the send/return automatically bu...
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Here is the screen shot of the PACKAGE sent to the customer.
Assign returned package to the package card
Follow the normal steps to bring the package card into an incoming submittal. Assign the incoming package to the PAC...
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Last Updated: 04/17/2025
in Docs Projects Workflow Stages
When bringing in/returning a document, the stages of the selected stage list will appear in "Status and Routing" section of the processing form. The information provided is as follows: 1. The stage list that is set for the card. 2. The stag...
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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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Last Updated: 09/16/2024
in Docs Projects SDI Reports
Once the card is linked to the applicable SDI Report ( discussed in this article ) a Re-generate icon will appear in the Tools column of the Card List. This icon will only appear when it's applicable.
If the card is in an Outbound Workflo...
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Every time a new workflow stage begins, a card is set to NULL status (exceptions exist, but are not typical).
Users may want to assign the card to a specific user, responsible to upload that card.
This is done using routing scenarios . All ...
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Last Updated: 09/16/2024
in Docs Templates Email Templates
Fonts
Note that DocBoss uses pixels as the font size in our template dropdowns. The below chart can be used to make a correlation between pixels and points.
i.e if the expectation is a 10.5 pt font size, then in docboss int...
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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 ...