-
Users can now make edits to any of the fields in a historical entry. All changes are recorded, and the change log is visible by clicking the log icon beside any edited history entry.
Identify manual history entries
When m...
-
The LaTeX template can be adjusted by changing some of the values in the template.
Sections
Add vertical space before and after each section
\newcommand{\bolditem}[7]{%
\\[10pt] - before section
\tocitem{#1}{#2}{#3}{\tex...
-
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...
-
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 ...
-
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...
-
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...
-
Last Updated: 08/01/2024
in Release Notes Older Releases Workflow
Parallel Routing: Select multiple users per role
Users may now assign routing to multiple people for each role. All users must complete the review for it to proceed to the next role.
1 - each user appears in a removable bloc...
-
Last Updated: 08/01/2024
in Release Notes Older Releases Add stamp to document
In some cases, customers require that stamps are placed directly onto the document, rather than the addition of a cover page. DocBoss now allows users to upload stamp templates, and stamp documents. The same variables as us...
-
Last Updated: 09/16/2024
in FAQ General FAQ
It is likely a permission issue if affiliates are enabled on your project.
If a user has been added to DocBoss but is not available to select in a project's Default Users/Lists settings (under Set Up > Main from the Project Menu ), the...
-
Last Updated: 09/16/2024
in FAQ General FAQ
There are times when a project has been started outside of DocBoss, and you want all submittal history to be brought into the system. Maybe you just enrolled with DocBoss and have a large project just underway.
It is possible to recreate your s...