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Once the new company Profile is set up, you will want to add an address. When you add a new project it is mandatory to select an address.
From Companies List, click the specific Company Name (you are adding the address to)
Use Drop down to ...
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Overview
DocBoss now allows a horizontal layout in the files used for equipment list uploads. This feature can save time for users working with units that have multiple components that need to be tracked.
Typically, to include sub-units in a...
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Information pertaining to the different options available to organize the TOC and contents of the compilation.
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This article is a guide for formatting the Excel Import file for bulk adding/editing companies.
To get here, from the system menu, select Lists > Companies > Excel Import/Export .
Steps:
Download the template from Export Excel fi...
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When a change is made to Order Detail, DocBoss will present only cards which will be VOIDED (considered Obsolete) by the order detail changes. This means that the reference which was previously used for that card no longer exists on the order deta...
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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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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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The Project Profile is a section of the Project Set Up > Main screen. This section is for your customer (the company to whom you are submitting the documentation), all applicable transaction numbers, the End User (if applicable) and the order ...
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If it is undesirable to have hyphenated values split between two lines on a template, a non-breaking hyphen can be used to prevent this (for example, to keep hyphenated tag numbers on a single line on a cover page). This can be accomplished manual...
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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...