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Last Updated: 09/16/2024
in Docs Library
If you have assigned a Reviewing Option to your document, when it becomes due it will show a warning for the cards that need to be reviewed .
To renew these documents, select the applicable document and click on edit. This gives you the a...
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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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A distribution list defines the recipients of a transmittal. The list of names is typically included into the transmittal summary (depending on your transmittal template).
Topics
Add/apply distribution list on project
A...
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Once the new company Profile is set up, you will want to add an address. When you add a new project it is mandatory to select an address.
From Companies List, click the specific Company Name (you are adding the address to)
Use Drop down to ...
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Default Equipment Number is the parameter that sets the value that will be displayed in the whenever the Equipment Unit variable is used.
Default is always set to Tag but this can be changed for the whole order in the Project Fields Template >...
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The Prices & Estimates feature is designed to provide a detailed pricing estimate for the documentation fees related to a project.
Once the project has been set up with the required information (Doc Codes with Levels and Equipment) and the ca...
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To Re-Send or forward a transmittal, navigate to Outgoing Submittals and click on the underlined submittal number, as shown below.
Here you will see the options to Re-Send or Forward.
If you choose to Re-Send the email, it will b...
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Last Updated: 09/16/2024
in FAQ General FAQ
If you have generated your compilation but it is not showing up in the outgoing submittals area, please check the following.
The Compilation has been linked to the doc code?
Is the Doc Code Type set as a "Compilation" and have you linked it ...
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Last Updated: 09/16/2024
in Docs Admin User ManagementCorrect CSV data not showing as separate columns.
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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...