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Last Updated: 09/16/2024
in Docs Projects Project FAQ
If you have resubmitted a document and your customer decides they don't need it and asks you to just use the last approved document instead, how do you handle this in DocBoss?
The first step is to void the outgoing submittal.
Next, na...
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Last Updated: 08/01/2024
in Release Notes Older Releases Customer Portal
The customer portal has been changed to allow customers to upload documents directly to projects. It now shares a common format and functionality with the Vendor Portal.
For more details on Customer Portal, see our article h...
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Last Updated: 08/01/2024
in Release Notes Older Releases Compilations
Optimize compilation generation
We have refactored the generation process for compilations. The largest improvements will be noticed for compilations where DocBoss is adding cover pages to all documents, but general speed improvemen...
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Last Updated: 08/01/2024
in Release Notes Older Releases Add new data types to projects
While DocBoss supported 3 type of units (Major Tags, Tagged Equipment and Steel), users may now add additional unit/data types to their projects. You may then allocate equipment columns to the appropriate tabs.
Typ...
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Last Updated: 04/10/2025
in Docs Admin User ManagementInstructions for setting a user as a commercial contact (i.e., a user responsible for contract-related activities)
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Last Updated: 09/16/2024
in FAQ General FAQ
There are various types of dashes and hyphens used in text. While these can look very similar, they are actually different characters.
For users using a keyword search in DocBoss, if they are not using the same character used in the data entere...
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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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To complete a project in DocBoss, navigate to the Main page in your project and click "Complete Project".
If all cards are in a status complete - Great! The project will be Completed.
If you have any cards not in a complete status (ie: ...
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Last Updated: 08/01/2024
in Release Notes Older Releases Manual Cards for Tagged Equipment
Add Manual cards (link to either major tags or tagged equipment)
Manual cards allow users to add (or upload) cards, while manually selecting the appropriate doc codes, and tags. This function has existed strictl...
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Last Updated: 09/16/2024
in FAQ General FAQ
If you document looks strange in the viewer after upload, it is usually due to a TYPE 1 Postscript font. These fonts are being depreciated by all systems, and will no longer be supported by Adobe as of January 2023 . The most typical example we s...