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Instructions for setting the cover page/stamp preference per doc code, and the associated impact(s). Instructions for setting an alternative cover page and/or stamp template are also provided.
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This article explains the steps to applying stamps. Please keep in mind, for the stamps to show on the documents (not just a preview), they must be sent via outgoing submittals. It is during this process DocBoss adds the stamp you apply to the doc...
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Steps for creating a template.
Must be in excel format
Any cells where the output data is to be defined by DocBoss , must have applicable variable entered
You must set your print area (remember to include the last column)
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Before starting, note that templates:
Must be in excel format
Any cells where the output data is to be defined by DocBoss, must have applicable variable entered
You must set your print area (remember to include the last column)
For...
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The email templates that are used when creating outgoing submittals can be defaulted on each project. To update the default email template, navigate to Project Menu > Set Up > Project Configuration. From the "Main" tab, navigate to Submittal ...
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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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Before making a submittal, you can test the cover page for any card. To do this, navigate to the card history screen. The card history can be accessed by clicking the clock icon under "Tools" on the Card List (or by clicking the Card Name (Auto)...
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Fonts DocBoss uses pixels as the font size in our templates. The below chart can be used to make a correlation between pixels and points. Example: If the expected font size should be 10.5pt , the font size on the the template should b...
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General recommendations Although most of the basic Excel features are supported in templates for Docboss documents, not every feature can be used. There are also some differences when building templates that would be output as PDF (usually var...
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Email templates are used to automatically fill in the body of email notifications, including submittal emails and expedite request emails. To create an email template, navigate to System Menu > Template Mgmt > Output Templates. From the "Email T...
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In some cases, customers require that stamps are placed directly onto the document, rather than, or in addition to a cover page. DocBoss allows users to upload stamp templates, and stamp documents. The same variables as used on cover pages can be ...
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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...