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If you make a mistake assigning files into cards, you can undo it 2 ways
From the assign screen
1) Go to the Assigned tab, and
2) Click the Rollback Latest Assignment icon. Note that if the document has already undergone addition...
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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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Walk-through of a common internal approval workflow. In the example, the document is received, reviewed internally, and returned to the source. Once approved, the document is returned to the target.
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Last Updated: 04/07/2025
in Docs Projects Project FAQInstructions for how to remove special characters from CSV exports (e.g., card list, equipment list, etc.).
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Instructions for enabling the internal approval feature, both at the admin and project level.
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Instructions for creating an internal approval status list, as well as adding and modifying statuses (both at the admin and project level).
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Instructions for setting internal approval stage lists on doc codes (both at the admin and project level). Routing scenarios are also explored.
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The Overdue Cards Report is an internal tracking tool that users can enable from their profile. The report template format is editable. There is one report format shared across your system, and this can be edited from Output Templates. (Search fo...
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Instructions for adding an internal approval stage to a stage list (both at the admin and project level). Workflow customization options are also explored.
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Last Updated: 04/17/2025
in Docs Projects Workflow Stages
The stage library is a list of pre-defined stages that can be added to stage lists. Note: Stages added to this library can only be added via the stage list editor on individual cards and cannot be added to general stage lists.
To acc...