Popular Articles

  1. Using a Compilation Cover Page instead of Submittal Cover Page (for Packages and Compilations)

    Last Updated: 09/16/2024 in Docs Projects Compilations Regular Options and Layout
    Users have the option to apply a Compilation Cover Page to compilations and packages. This is in addition to Submittal Cover Page. The compilation cover page is generally a title page for the compilation. BUT - you can use exactly the same v...

  2. Definitions of the Default Users and Lists section

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Create Project
    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...

  3. Change stages on stage list from edit/assign screen

    Last Updated: 09/16/2024 in Docs Projects Workflow Stages
    The assign slide-in show several pieces of information related to the stage list. The name of the stage list The option to edit the stage list directly Box for each stage, with the abbreviation and target. If you scroll over,...

  4. Assembly Line and Assembly Model

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Equipment List Advanced
    Assemblies group order detail by line numbers. In the case where you do not have any sub lines (a.b.c.d), they are exactly the same as the “Unit” fields. They come into play when your order detail contains sub lines (i.e. 1.a, 1.b). Assembly...

  5. Outgoing File Naming Rules

    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...

  6. Using Cover Page Variables to Build Source Documents

    Last Updated: 09/16/2024 in FAQ Resources
    DocBoss wasn't really designed to build source documents directly, but our document index templates certainly bring that thought forward. Note: - Files can be submitted as PDF and Excel - Templates are uploaded as DOCUMENT INDEX type ...

  7. How can I correct date errors in CSV/Excel import files?

    Last Updated: 09/16/2024 in FAQ General FAQ
    If you are getting date format errors when uploading CSV or Excel files into DocBoss, it is likely caused by Excel's regional settings. Opening a CSV in excel automatically converts any dates using excels expected format. If customers have a requi...

  8. Set Cover Page and Stamp Preferences per Doc Code/Card

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Code List (Requirements)
    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...

  9. Configure Lenses on the Dashboard

    Last Updated: 09/16/2024 in Docs Multi-Project Screens Project Dashboard
    Customize dashboard tiles with additional filter options.

  10. Compilation Details and Structure Options

    Last Updated: 09/16/2024 in Docs Projects Compilations Regular Options and Layout
    Compilation Info Name: The name of the compilation. Description: Additional information that has to be included about the compilation. File Type: Choose to produce compilation as a single pdf file or a zip with fol...
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