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This article provides steps to set up and use custom fields where the type is "List". Using a list takes out any risk of typo's as it gives the user a list of pre-existing values to choose from, rather than typing in the values. You have the optio...
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Last Updated: 04/17/2025
in Docs Projects Compilations Send
DocBoss strives to help you avoid errors – as such, we don’t show the compilations in the outbound area until all documents are complete (by default). If you wish to submit the TOC before all the documents have been fully approved, there is an ico...
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Customize dashboard tiles with additional filter options.
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Looking for Internal Reporting? Check out the Metrics Report
Settings >Reports > Project Metrics
Set the Parameters
Select the desired filters for Projects and Output settings (1), then Generate report (2).
Output sett...
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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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For companies with large collections of material test reports (MTRs) stored in the library, the easiest way to automatically attach these to a project's cards is through a query with pattern search.
Setup
Before following these steps, the fo...
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If you do not want DocBoss to extract/unpack the zip folder and upload the zip file as-is, you must drag and drop the zip folder directly onto the card via the Card List.
Navigate to the card list
1) drag and drop the zip file directly onto ...
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Last Updated: 09/16/2024
in Videos
The following are quick tip videos to further support our helpdesk articles and videos. These quick tip videos have been created based on frequently asked questions.
Compilation Settings
Edit Document Numbers via CSV (also includes ho...
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The last grid on the Outgoing Submittals page contains completed submittals.
Project Menu > Cards In/Out > Outgoing Submittals > Scroll to bottom of screen.
1) Submittal Details
Click on ...
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Last Updated: 09/16/2024
in FAQ General FAQ
Sometimes internal approval will not be suitable for a project's needs, but a similar workflow with a structured internal review of documents is required. This article explains how to set up an internal routing stage using a combination of the...