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Last Updated: 09/16/2024
in FAQ General FAQ
If you have a customer who has issued multiple orders of equipment under one purchase order number, DocBoss can use custom equipment fields to identify multiple packages on one single equipment list. This will allow you to create one final compila...
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Last Updated: 09/16/2024
in Docs Projects SDI Reports Advanced
You may have been asked by your customer to submit a unique SDI report for each Tag, or each PO (if multiple PO's on same DocBoss project).
DocBoss doesn’t support a full SDI based on a level. There are many questions about documents which appl...
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Last Updated: 09/16/2024
in Docs Projects Workflow Stages
In order to bring a stage list into any project and have it available for any future projects, it must be created at the Admin level.
If you create a stage list in the admin area AFTER you created your project, you can "import it" in...
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There is a distinction in DocBoss between Comments and Markups .
Comments are not embedded in the document. They are a generic area to add descriptive text about the file. If specific reference to the document is required, markups are a bett...
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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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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...
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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 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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Some of the default routing which can be applied by DocBoss is applied in the background (when card changes stage). Some of it is applied only on the assign interface. Here is a description of the impact of bulk assign on default routing options: ...
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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...