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When processing files returned from the customer, DocBoss expects that the page count has NOT changed. All details are explained here .
BUT, when processing documents returned from supplier default "expected cover pages" value is always set t...
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Assemblies group order detail by line numbers. In the case where you do not have any sub lines (a.b.c.d), they are exactly the same as the “Unit” fields. They come into play when your order detail contains sub lines (i.e. 1.a, 1.b).
Assembly...
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Users of different groups, project types or affiliates may wish to have different default settings apply to new compilations and packages.
DocBoss uses presets to define various setting defaults for NEW compilations and packages created on a gi...
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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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Last Updated: 09/16/2024
in Docs Library
The steps below explain how to export and import an existing collection of documents in an instance's library.
For instructions on adding new files to the library, see here .
Export library documents and metadata
From the system men...
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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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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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Last Updated: 08/01/2024
in Release Notes Older Releases Security
New permission required to access security settings.
This must be enabled by the DocBoss team, based on direction from the managing user.
User Multi-factor Authentication
For a full description of user side MFA, see this pa...
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If employee names need to be displayed in a custom grid with specialized terms like Prepared by , Checked by , Approved by , they can be shown using the user roles from the Main setting screen. But if the review process is outside of DocBoss, u...
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Last Updated: 09/16/2024
in Docs Admin Security
Enable for System
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.
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