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Last Updated: 06/23/2025 in FAQ General FAQ
There are times when a project has been started outside of DocBoss, and you want all submittal history to be brought into the system. Maybe you just enrolled with DocBoss and have a large project just underway. It is possible to recreate your sub...
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When working with card history, you will notice two options to reverting a file.
The first option is to "Revert File and meta data" . This option allows you to take a file and the meta data (Document number, revision, submission number, d...
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Users can now make edits to any of the fields in a historical entry. All changes are recorded, and the change log is visible by clicking the log icon beside any edited history entry.
Identify manual history entries
When m...
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As an exception to most grids where users can click to download the data in CSV, the history grid does not currently have that option. At this time, the process to export the history of an individual card is a bit manual. The history record of ...
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There may be some situations when a Card needs to be dismissed but the history and file still needs to be used in a different card.
e.g. A Merged Set which contain cards related to Tag1, Tag2, Tag3 was sent and reviewed by the customer. ...
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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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Last Updated: 10/28/2025 in FAQ General FAQ
Sometimes you may need to send a modified document while the current version is still being reviewed by the customer. An Example:
You send revision 0.
Someone at the customer side steps outside of the normal doc control process (sometimes ...
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The history of all cards is actively captured in DocBoss. You have the ability to view all previous versions of the document.
Clicking the History icon (from the Tools column) will open the History in a new window.
The new wi...