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Last Updated: 08/01/2024
in Release Notes Older Releases
Compilations
Compilation and Package Presets
Users may preset the default settings for compilations and packages. These are created at the instance, and are selected on the project template. They are loaded onto the project at initiation. So...
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Last Updated: 08/01/2024
in Release Notes Older Releases Unpack
Upon receiving the return of a DocBoss created package, users can now automate the re-allocation of each document to is original card. Full details are available here .
To review how to create packages, click here .
Workflow
Incomin...
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Last Updated: 08/01/2024
in Release Notes Older Releases Preview Stamp
DocBoss now allows you to see the stamp while you are placing it on the document. This will include the variables (until it has actually been assigned)
Once it has been assigned to the card, the variables will populate with ap...
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Walk-through of a common internal approval workflow. In the example, the document is received, reviewed internally, and returned to the source. Once approved, the document is returned to the target.
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Your Document Numbers
It is standard practice to assign a number to every document you are managing. These numbers can be auto-generated in DocBoss, so the structure/convention is common across all documents on your project.
If your engineer...
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Last Updated: 09/16/2024
in FAQ General FAQ
Key Terms
Code / Status / State > Doc Codes
The Doc Code List is a list of codes used by your customer on their project. The data entered in this area is available to use on any project. You may have as many Doc Code Lists as ...
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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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Last Updated: 08/01/2024
in Release Notes Older Releases
Clear warnings for “Not Downloaded by Customer”
On the projects dashboard, DocBoss warns you if customers have not clicked the download link in the transmittal notification. In some cases, these warnings are no longer useful. You can manuall...
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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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As an exception to most grids where users can click to download the data in CSV, the history grid does not currently have that option. At this time, the process to export the history of an individual card is a bit manual. The history record of ...