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Adding contacts to company profiles allows you to create a relationship between a contact and a company. In doing so, these contacts can be defined on projects involving the company ( Project Menu > Set Up > Project Main > Users and Key Contacts) ...
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This is used to format the file names on any Outgoing Submittals.
To get here: Navigate to the Project Menu > Main and look in the Formats area.
Click on the Edit button.
Single pattern format
Single Pattern - Choo...
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You may now add an unlimited number of global and project specific equipment fields. Global Equipment Fields When you set up global equipment fields they can be used in all your projects. The variables will remain constant, so you can create stand...
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Last Updated: 12/02/2024
in Release Notes Current Releases
Here's a list of updates found in our December 2024 release! Highlights include a quick way to create manual cards for unmatched files , updates to the Library , and more streamlined navigation . Projects (Individual) Incoming and Outgoing D...
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Last Updated: 09/16/2024
in Docs Admin Email Send AddressProvide these instructions to your IT department to allow use of your company's email addresses as a sender in DocBoss.
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Add internal doc codes to use when customer lists are not provided or for mapping (cross-referencing) internal codes to customer codes.
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The Create Project call can be used to automatically trigger project creation in DocBoss when an order is added to an external system. When a doc control user creates a new project in DocBoss, they typically have information from the Vendor Docum...
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Why Major Tags
DocBoss maintains 2 levels of equipment - Major Tags, and Tagged Equipment.
The decision to use major tag can be determined by the tagging hierarchy you are managing. If you have 2 levels of tagging (or more), you should b...
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When files need to be managed individually but the customer requires that all related files be submitted together, the package function can be used. This function works by create cards for each individual file, while also auto-creating a package of ...
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Single Sign On (SSO) is available for DocBoss. If enabled, users with the company domain will be redirected to their identity provider to sign in to access DocBoss. The instructions below outline how to set up SSO with DocBoss when using Microsoft ...