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Defaults
The defaults for notifications are available in the general admin area and can be edited on the main settings area of each project. These settings may be defined for each target.
These settings can all be edited/overridden on t...
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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...
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What is a Project Field Template?
A Project Field Template allows you to define some default settings for your project
Create a New Project Field Template
Navigate – Admin > (Customization) Project Templates
Step 1 Click “+...
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If you do not want DocBoss to extract/unpack the zip folder and upload the zip file as-is, you must drag and drop the zip folder directly onto the card via the Card List.
Navigate to the card list
1) drag and drop the zip file directly onto ...
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DocBoss supports viewing and adding document markup. The assign screen, the assign pop up, and the outstanding actions interface all support annotations.
You can add markups to files when you upload them to DocBoss. These consist of annotations...
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As projects progress, often there are changes which happen to required equipment. DocBoss supports those and helps you manage the changes to your document cards.
Why does DocBoss monitor changes to equipment?
All Auto-Generated cards are dir...
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Last Updated: 09/16/2024
in Docs Templates Email Templates
To Get Here: Settings>Template Mgmt: Output Templates > Scroll down to Email Templates
Template Type/Target
DocBoss email templates are specific to a given target. Please select the target for your email.
Variables
Ge...
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Internal approval is often of interest to companies who are doing some engineering on behalf of their customer. They want to work with their suppliers to ensure the documents are correct, prior to sending them on to their customer.
When enabled...
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To import/edit a project doc code list via CSV, navigate to the Code List (Requirements) screen and select Upload Data via CSV .
The upload file must contain the same fields (in the same order, with the same spelling) as in the template from...
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Last Updated: 09/16/2024
in Docs LibraryAttach library documents to project cards (individual or bulk).