Popular Articles

  1. Apply eSignatures to Outgoing Submittal

    Last Updated: 09/16/2024 in Docs Multi-Project Screens eSignatures
    Step 3 of the eSignature process.

  2. Regenerate SDI Reports

    Last Updated: 09/16/2024 in Docs Projects SDI Reports
    Once the card is linked to the applicable SDI Report ( discussed in this article ) a Re-generate icon will appear in the Tools column of the Card List. This icon will only appear when it's applicable. If the card is in an Outbound Workflo...

  3. Project Metrics - Description of each metric

    Last Updated: 09/16/2024 in Docs Multi-Project Screens Reporting Metrics and Assignment Activity
    In / Out Metrics Submittals received: The number of incoming folders created for the selected sources for the selected period of time. We use the date of the folder Files assigned (from submittals): The number of files ass...

  4. Instance Default Settings General

    Last Updated: 09/16/2024 in Docs Admin System Setup
    Customize default settings for all projects.

  5. Project Metrics

    Last Updated: 09/16/2024 in Docs Multi-Project Screens Reporting Metrics and Assignment Activity
    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...

  6. Disable Equipment

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Equipment List Manage Equipment
    To delete/disable equipment from your equipment list, there are a couple of options. For single changes, you can click the delete icon. For multiple pieces of equipment, you can select them using the select boxes then click Disable S...

  7. Merge Cards

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Cards Edit Cards
    When users build card lists with levels, such as one card per tag for example, but later realize that one card covers multiple tags, there is no longer a need for the additional cards. Rather than leave the original cards as pending, DocBoss...

  8. Assign Internal (user) routings to NULL Cards

    Last Updated: 09/16/2024 in Docs Projects Workflow Routing and Actions Routing Scenario
    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 ...

  9. Copy a Card (Create Copy) or Create a New Sheet

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Cards Edit Cards
    Create Copy Copying a card is useful when you require an exact duplicate of a card i.e. the second card should be linked to exactly the same set of tags and codes, its is just a different file. An example might be a procedure card. ...

  10. Change stages on stage list from edit/assign screen

    Last Updated: 09/16/2024 in Docs Projects Workflow Stages
    The assign slide-in show several pieces of information related to the stage list. The name of the stage list The option to edit the stage list directly Box for each stage, with the abbreviation and target. If you scroll over,...
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