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Last Updated: 09/16/2024
in Docs Projects Project FAQ
There is a temptation to upload the customer document list to the DocBoss CODE LIST, putting doc numbers as doc codes. This generally causes confusion in DocBoss as every card is linked to every piece of equipment (order level), and the outputs fo...
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Last Updated: 08/01/2024
in Release Notes Older Releases Affiliates
Add time zone for affiliate
Previously, the time zone was configured for the entire instance. As affiliates are often used for parts of a company in different parts of the world, we have added the ability to set affiliate-specific tim...
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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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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 a card is a bit manual.
To access card history, navigate t...
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AS : After shipment (based on ship date on equipment list/major tag) BS : Before shipment (based on ship date on equipment list/major tag) AO : After order (based on order date on setup>main) ARAD : After receipt of approved Drawin...
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DocBoss allows the user to select individual pages from a multi-page pdf, and assign them to separate cards.
Select and assign
Click on Thumbnail OR
Use selection on top left of thumbnail
The selected pages will have a yellow bord...
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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 Card management
The ability to Edit the Stage and all Card metadata from each particular entry of Card History is now available. Click here for more information.
Submittals
Email notifications for failed submittals
If an email has n...
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The Crop and Lock and Screen Ruler tools available with the Microsoft PowerToys collection can be used to more efficiently convert Word files to Excel templates. To use these tools effectively, first you must convert the received template fro...
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Last Updated: 09/16/2024
in FAQ General FAQ
It is likely a permission issue if affiliates are enabled on your project.
If a user has been added to DocBoss but is not available to select in a project's Default Users/Lists settings (under Set Up > Main from the Project Menu ), the...