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Customers periodically ask how they should set up their file structure for saving submittals on their server. While not technically required, it's a good practice. Heres the layout we suggest
Project ABC
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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: 08/01/2024
in Release Notes Older Releases Major Feature - Approve Supplier Documents
In addition to tracking customer status for each card, you can now manage an internally focused approval process for supplier documents. You define a set of statuses, and when documents arrive from your s...
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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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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 Admin Customization
If a user uploads an equipment list that includes placeholder values in the Tag field (NA, N/A, etc.), they can add these values under Admin > Other Lists > Ignored Values to hide the placeholder values from document tag lists.
As ...
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Last Updated: 11/13/2024
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To view the Sent email status of an outgoing submittal, navigate to the Outgoing Submittals screen and scroll down to the Submittals Grid. Here you will see a "Log" icon - see red arrow in image below. Clicking on the Log icon will open the Email ...
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DocBoss has created a report to easily track and view document controllers KPI's. In the report you will find information which you can filter by date, User, Project ID, Sales Order/Quote number, Project, incoming Assignments (from Customer, ...
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Last Updated: 09/16/2024
in Docs Admin System SetupAdd internal company logos for output on templates.