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Last Updated: 09/20/2024
in Docs Admin Security
The Security Settings screen is only available to users who have the Security Permission . To get here: The Security Settings screen is where you can adjust user authorization (1), API authorization (2), and instance eSignature Settin...
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Last Updated: 09/19/2024
in Docs Admin User Management Permissions may only be managed from the Manage Users screen. Note that there is a View Permissions screen from the instance menu, but it is READ ONLY and is available to all user types. To edit user permissions, you must have an admin role....
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Navigate to the Main page of your project. In the Output Settings section under Submittals, you will have a drop down that will allow you to select any Transmittal Templates that are available for your use. Find the one you want and select it - ...
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Manage large and/or specialty PDF files.
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Last Updated: 09/03/2024
in Release Notes Current Releases
Our May 2024 release is packed with new features including lots of user-friendly changes to the interface, additional flexibility with stage lists, a learning mode, and Single Sign On.
Grid Updates
Filtering
The ability to filter dat...
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Turn on the Expedite module for a project.
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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 s...
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A project is the container object in DocBoss. It defines the information required to manage your documentation. It typically reflects the purchase order detail from your customer. 1. Create new project From Project List (option 1)
Click th...
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Best Practices
Adding Companies
Use an external reference ID for new companies from a shared business system. This avoids duplicates being added with alternate spellings. DocBoss will warn you if the name it is exactly the same but if the...
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Last Updated: 09/16/2024
in Docs Admin User Management
For customers with affiliates enabled, user access to projects and libraries can be configured per affiliate.
Only admin users have permission to add or edit users.
New users
When adding a new user to the system , if affiliate ...