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Last Updated: 09/16/2024
in Docs Admin User Management
To view and enable automated email reports, first navigate to your User Profile
Scroll down to the Email Notifications area where several reports can be enabled and sent to you by email.
Alerts
Action Alert
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Last Updated: 09/16/2024
in FAQ General FAQ
Key Terms
Code / Status / State > Doc Codes
The Doc Code List is a list of codes used by your customer on their project. The data entered in this area is available to use on any project. You may have as many Doc Code Lists as ...
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Last Updated: 09/16/2024
in Docs Admin User ManagementEdit details and permissions for own user or others.
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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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Cards in DocBoss have a workflow associated with them. With proper setup and following procedures, DocBoss will automate the next required step in your card workflow.
Workflow Option: Submit
When you submit a document(s), you are c...
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Users may now add an unlimited number of custom fields to the main area of projects. Create new date, text, or list fields. There is also an option to define whether fields are mandatory. Users may apply them to any or all project templates.
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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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If it is undesirable to have hyphenated values split between two lines on a template, a non-breaking hyphen can be used to prevent this (for example, to keep hyphenated tag numbers on a single line on a cover page). This can be accomplished manual...
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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 FAQ Resources
Confidential projects can be created in DocBoss in order to restrict access to other users.
1. Create a new affiliate company
First steps it is to add a new internal affiliate company. New affiliate companies can be added by admin user...