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Last Updated: 09/16/2024
in Docs Admin System SetupAdd internal company logos for output on templates.
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Last Updated: 09/16/2024
in Docs Projects Project FAQ
Create a Job
Creating a "Job" allows you to group multiple projects together for reporting and searches. For example, if you have two projects for a customer and you want to report across both projects, enter a job number on Project 1 and enter...
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When uploading Manual Cards there may be some documents that have multiple pages related to one piece of equipment. For example 1 drawing with 11 sheets.
This can easily be uploaded by CSV adding only the information related to the first drawin...
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Last Updated: 08/01/2024
in Release Notes Older Releases User Interface
Update grid on the card list
The grid has been replaced on the card list. This includes the ability to pin columns, navigate the grid with arrow keys and many more functions. For more detail about our new grids, see here .
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Last Updated: 08/01/2024
in Release Notes Older Releases Project Hub
Whew!
Carrying on with the tiles available on the project dashboard, the project hub is a new landing page designed to provide actionable data for your document controllers. What documents are overdue, and who is behind on the requir...
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Last Updated: 09/16/2024
in Docs Admin System SetupRecommendations for splitting or combining multiple instances of DocBoss.
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Users can update previously submitted documents submittal dates. Updating it on the outgoing submittal will then update the date in the card history and all templates (SDI and in document cover pages added during submittal and also in compilation ...
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Last Updated: 09/16/2024
in Docs Projects SDI Reports Advanced
DocBoss header and footers set in the Main screen of your projects will not be applied to excel documents. However, DocBoss xls template variables can be used on SDI Excel template header and footers.
General variables can be used in head...
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To Re-Send or forward a transmittal, navigate to Outgoing Submittals and click on the underlined submittal number, as shown below.
Here you will see the options to Re-Send or Forward.
If you choose to Re-Send the email, it will b...
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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...