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Provide these instructions to your IT department to allow use of your company's email addresses as a sender in DocBoss.
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Overview Sometimes, users may need to make changes to the Equipment List after documents have been submitted. Some situations where this could happen are:
A project change order has been received
A new piece of equipment has been added
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Assign returned files to cards and add their return status.
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The outstanding actions grid is used to display a list of all the current assigned actions: Actions can be checked in the Action Dashboard screen where all actions across all Projects are included ( Logo Menu > Action Dashboard ) O...
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When receiving submittals with many files, users may want to use bulk processing to bring incoming documents into DocBoss. Instead of users individually dragging files into each card, DocBoss can automatically match each file to the appropriate ca...
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The customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received documents. The following describes what your customer sees when they access the po...
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What is an obsolete card: When a locked card loses all of its linked units, it becomes obsolete. See " why would a card lose all of its linked units ?" Examples:
If the Equipment List gets changed
The Doc Code gets changed
The set lev...
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The Auto-Reclaim feature allows users to complete the status of a document without uploading a new file. This is useful in situations where the customer approves a transmittal verbally or by email, but doesn’t physically return the original transmittal or documents...
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Ensure Manual Cards are enabled on your project, see our article to learn how to enable this function: Enable Manual Cards
To bulk add manual cards, use the "Add/Edit Data via CSV" function. This option is available under the "More Actions...
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You may now add an unlimited number of global and project specific equipment fields. Global Equipment Fields When you set up global equipment fields they can be used in all your projects. The variables will remain constant, so you can create sta...