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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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When a document it is returned by the customer with a status that have "stage complete" and this is the last or only stage, the cards it is marked as complete:
Once a card it is marked as complete, there is no further workflow expected....
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Last Updated: 09/16/2024
in Docs LibraryAttach library documents to project cards (individual or bulk).
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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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Last Updated: 09/16/2024
in Docs Projects Project FAQ
When working with Sub-Suppliers, there are several options that can be enabled for DocBoss to help identify which documents belong to each sub-supplier and to make submittals and expediting easier.
Sub-Supplier List
When using auto...
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In order to enable web access, the contact must be added to DocBoss. For information on adding a contact, see our article here .
Allow Web Access: Enable this field to allow the access to the Customer Web Access/Portal
Login (for t...
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Turn on the Expedite module for a project.
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When uploading doc numbers using the edit data via CSV from the Card List – you must add the word (in all caps) OVERRIDE into the related column for "Doc Number Manually Changed".
Why?
Let’s assume you have auto-numbered all cards. When...
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Topics
Overview
Add affiliate companies
Assign project to affiliate
Affiliate user access
Assign licenses per affiliate
Update user access
Customization per affiliate
Project Templates
A...
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Documents that are available for submission (based on workflow) will automatically move to a queue located on the outgoing submittals screen. The grid in which they appear depends on the workflow target. By default, it is the customer.
To G...