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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...
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Last Updated: 09/16/2024
in FAQ General FAQ
VDI 2770 is a German standard for final submittal of vendor documentation. The focus is on FINAL PACKAGES, not the day-to-day submittals for approval etc.
The goal of VDI compliance is to create a stand alone package PER TAG. There will be many...
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Secondary Doc Codes can only be added to Manually created Cards. Secondary codes cannot be added to auto-generated cards.
When creating a manual card, the secondary code(s) can be chosen in the "Create a New Manual Card" screen, as shown bel...
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Last Updated: 09/18/2024
in Docs Projects Project FAQ
Default Grid Row Colors
There are two default grid colors that will appear in the Card List in the following situations:
Red - If expected return of card is after due date.
The system compares the Due date and Expected Date columns a...
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How to Enable Manual Cards
To add manual cards to a project, you must first ensure the manual card module has been enabled in your project.
To find this option, navigate to Project menu > Set Up > Project Fields Template.
From here, ...
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This article explains how to format an equipment list file for upload using the horizontal layout feature.
Topics
Set up import file
Add equipment units
Define sub-line lettering
Working with incomplete equipment lists ...
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If using stage lists with multiple stages, it is possible to assign a different routing scenario to each stage the documents pass through.
First, ensure the correct Stage List is selected for the doc code (or card). If needed, save to apply t...
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You can view documents in DocBoss without having to download them first.
Enabling the viewer is super easy, the viewer “Switch” is a toggle that allows you to turn it on or off.
Incoming Docs
File Staging Area
Once it is enabled...
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What does locking cards do?
Once a card is locked, DocBoss starts tracking the State and stops that card from being automatically re-numbered.
Is a card locked?
There is a column on the Card List that displays if a card is Locked. I...
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Last Updated: 09/20/2024
in Docs Admin Security
The Security Settings screen is only available to users who have the Security Permission . To get here: The Security Settings screen is where you can adjust user authorization (1), API authorization (2), and instance eSignature Settin...