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This article explains how to apply conditions to document auto-numbering, outgoing file name, and compilation pattern formats. The use of parameters is also discussed. Using IF statements for Document Auto-Numbering Format If you have document n...
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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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Create combination columns
There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project template, you se...
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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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The single-project equivalent of the Project Dashboard.
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Assign active, native AND comment files from the file staging area (multi drag/drop)
When assigning files, if the user multi-selects 2 or more files and drags them onto a card, DocBoss will ask for the destination for each file. This allows you...
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If you want, you can change the Email Template that is used for any project.
To Get Here:
Project menu - (SetUp) Main, Scroll to Output Settings
The drop-down (beside each Type of submittal) lists the available templates you h...
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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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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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Sometimes, you customer gives you a rather GENERIC doc code. But - in your company, there are several separate documents which correspond to that code, and you want to manage them all separately (so you can keep track of the ones you are missing e...