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If individual files from a package are returned in the packaged format, they should be attached to the packaged card and unpacked. To begin the process on unpacking, navigate to the incoming documents page ( Project Menu > Cards In/Out > Incom...
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DocBoss shows cards on the Card to Unit Changes screen when a user changes or adds a new equipment value for those cards, AND the cards: have a file (active, or in their history), and have a doc code with any doc code type except "SDI Report"...
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Current Files from a Single Project Bulk download Users can extract the most recent file from multiple cards via the Bulk Doc Download function on the card list. Navigate to the card list for any project, select the card(s) you want to includ...
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Every submittal starts a Send/Receive pair which can be found in the Card History.
Each pair contains a history entry that if (Y) is enabled it will be included in the SDI Reports.
The system will set the send/return automatically bu...
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After creating routing scenarios , users can apply them to doc codes or cards.
Apply routing scenarios to doc codes (individual)
If a routing scenario is available to use on a project already, select it from the Routing Scenario drop...
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If the uploaded files don't match with any card, we show you an error in the top area of the matching screen.
You can check the cause by hovering over the error symbol.
Testing bulk match parameters
Select the info icon for the card...
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Single Sign On (SSO) is available for DocBoss. If enabled, users with the company domain will be redirected to their identity provider to sign in to access DocBoss. The instructions below outline how to set up SSO and SCIM with DocBoss when using ...
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The customer portal provides a secure location for your customers to upload (and download) documents directly into your DocBoss projects. Customer web access is provided to contacts associated with the company. Before enabling customer web access...
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On the " Main" tab of the Project Configuration page, you can choose which template you want to use for your project, for both Customer and Sub-Supplier submittals. To begin, expand the "Cover Pages and Stamps" section. You can also choose he...
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Last Updated: 08/01/2024
in Release Notes Older Releases DocBoss has updated the document viewer to include updated navigation options, more flexibility, and extended markup options. See below for a detailed description of the new features.
New Viewer functions
Viewer navigation
Scroll (vertical) ...