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"Sheet Adder" was created to allow users to count the number of sheets on the Manual Cards (i.e. sheet 1 of 1 if only one Card).
Sheet Adder is included in the internal document number but it can be removed from the Project Fiel...
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Last Updated: 09/16/2024
in Docs Admin Customization
In DocBoss now it is possible to set a default “Packages Layout” that can be used in all projects.
To set the default layout for packages navigate to Settings > Customization > Package Layout
Quick General Settings
Compilation ...
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The horizontal upload feature works a bit differently than the standard DocBoss equipment upload process. For troubleshooting tips, see the topics below.
No option to enable horizontal upload on CSV import
Horizontal layout is only av...
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DocBoss offers a Default Transmittal Template for all companies. Did you also know that you add your company logo to the generated output?
To Get Here:
Click Settings
Click Output Templates
Scroll to bottom of page
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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 Docs Projects SDI Reports Advanced
Sometimes we are trying to generate a document index by equipment:
This option for SDI Report templates combines the list of equipment units with card metadata in a pivot-style output by doc code.
List of equipment units
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Last Updated: 09/16/2024
in FAQ General FAQ
If unsure where a card is, try out the troubleshooting steps below.
Topics
Cannot find card in Incoming Documents
Cannot find card in Outgoing Submittals
Cannot find card in Card List
Card has incorrect document
Can...
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This article explains how to apply conditions to document auto-numbering, outgoing file name, and compilation pattern formats.
Using IF statements for Document Auto-Numbering Format
If you have document numbers that differ depending on wheth...
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Separate submittal per file (batching)
Some customers have an automated document processing solution in place. As a result, they require every file to be issued on a separate submittal. This can create an enormous amount of work for the supp...
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Last Updated: 09/16/2024
in Docs Admin Security
Enable
To enable Multi-Factor Authentication (MFA) your security enabled user should navigate to the security settings screen. Note that only the users with security settings will see this interface.
Admin > Security Settings.
Setti...