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Last Updated: 09/16/2024
in Docs Projects Workflow Stages
In the stage list, users can define the FIRST revision value of each stage by including first revision number and letter in “Custom Value” column.
In the dropdown from column “Reset Instance Rev #” select “Reset to Custom Value”.
T...
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"Sheet Adder" was created to allow users to count the number of sheets on the Manual Cards (i.e. sheet 1 of 1 if only one Card).
Sheet Adder is included in the internal document number but it can be removed from the Project Fiel...
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What Does Locking Cards do?
Once a card is locked, DocBoss starts tracking the State and in addition, it stops that card from being auto-renumbered.
Is a Card Locked?
There is a column on the Card List that displays if a card is Loc...
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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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Once an Action has been applied to a card, it remains in the Outstanding Actions Grid until the Action has been marked complete or REMOVED .
You can view all Outstanding Actions (for all projects in your instance) OR you can view Outstanding ...
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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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Compilations can be re-generated on the Edit Compilation screen where they are created , and they can also be re-generated on the Code List. Note that the Compilation must first be attached to the Code.
Navigate to Project Menu > Cards > Co...
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Last Updated: 09/16/2024
in Docs Projects Compilations Package
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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DocBoss maintains a state for every locked card. Cards become locked if ANY of the following actions have been performed:
The card has been submitted to the customer (tracked separately also)
A system generated INDEX has been submi...
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When processing files returned from the customer, DocBoss expects that the page count has NOT changed. DocBoss knows:
Total pages sent (expected pages for return) i.e. 4
Total pages of the actual document i.e. 3
Total cover pages added...