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If you are getting date format errors when uploading CSV or Excel files into DocBoss, it is likely caused by Excel's regional settings. Opening a CSV in excel automatically converts any dates using excels expected format. If customers have a requi...

Users can update the submittal date on previously sent submittals. The updated date will then be reflected in the card history and on all templates (i.e., on the SDI and on cover pages added during submittal). To edit the date of an outgoing su...

Definitions - Due Dates are the dates when the documents are scheduled to be submitted to customer (if card is with customer and there is a date in this field, it is intended for the next submittal). - Expected dates are the dates when the docu...

AS : After shipment (based on ship date on equipment list/major tag) BS : Before shipment (based on ship date on equipment list/major tag) AO : After order (based on order date on setup>main) ARAD : After receipt of approved Drawin...

When creating a new Project, the initial submission dates (original scheduled dates) are set by default to 10 days after order date (global setting modifiable from System Menu > Admin > General).  This can be changed from the Code List usin...

Date formatting can be set in Docboss in three places: Under Admin, for the whole system (System Menu > Admin > General) On Project Config. Templates (System Menu > Admin > Customization > Project Config. Templates) On individual projects...

Default date format For any template variables including dates, the formatting of the date will default to the date format chosen for the project. This can be changed under the "Main" tab of the Project Configuration page. Expand the "Project P...