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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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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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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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How is the default setting determined on a project?
On each project the default values for bulk process are undefined until a submittal is made.
On the first submittal to a target, the default value is assigned from the USER profile an...
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Last Updated: 08/01/2024
in Release Notes Older Releases Working in the Project
Uploading Files
Upload multiple files to a card
Assign active, native AND comment files from the file staging area (multi drag/drop). Click here for more information.
Exceptional file handling (skip processing) ...
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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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Last Updated: 08/01/2024
in Release Notes Older Releases eSignatures
DocBoss now allows eSignatures to be applied to outgoing documents in 2 forms:
System applied (Hidden)
This signature is applied to the document without a visible signature block. The intent is to register the current state of th...
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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: 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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When you are ready to make the switch, please coordinate a meeting with our Support team. We will set up the integration using the domain [yourcompany]1.com. During that meeting we will remove the "1" from the domain name on our side (in our set...