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Last Updated: 08/01/2024
in Release Notes Older Releases
Document upload and assign workflow
A picture is worth 1000 words. Here the video of what we have changed.
Navigation
The navigation preview has been in place for a few months. We hope you’re ready! Most of the structure has remai...
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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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When a project is in progress (equipment/cards are linked to major tags), the Major Tag module cannot be disabled.
Generally, if you no longer need the major tags, it is easier to simply leave them in place, just don't use them as lev...
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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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Last Updated: 08/01/2024
in Release Notes Older Releases Sub-Supplier Portal
Users may now invite sub-suppliers/vendors to upload documents directly to DocBoss (Project specific). These uploads are treated as incoming submittals from sub-suppliers.
Click here for more information
Submittal...
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Last Updated: 09/16/2024
in FAQ Resources
Periodically, we have customers looking for marketing material to include with bid packages. They are looking for something to help them stand apart on competitive bids.
We have created a document which helps you promote your investment in DocB...
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Create dashboard tiles with stats from groupings of projects.
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This article provides steps to set up "Lists". Using a list takes out any risk of typo's as it gives the user a list of pre-existing values to choose from, rather than typing in the values.
To create a new list navigate to the Lists screen.
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Last Updated: 08/01/2024
in Release Notes Older Releases User options
Allow admin to define which users can access extended support
Admin users are now able to choose which users have access to DocBoss Extended Support through the Manage Users screen.
Define user responsible for contract
On ...
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Last Updated: 08/01/2024
in Release Notes Older Releases Equipment List
Create combination columns
There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project te...