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Save file as CSV (Comma delimited) To get proper format of CSV file for further uploading to Docboss - please save your file using Save As ->CSV (Comma delimited) option. Multiple values cell If CSV file contains cells where multiple...

Sometimes users may receive a "File is empty" error message when trying to upload a file to DocBoss. Common issues and resolutions are listed below: The file does not contain any information (size is 0 kb) Ensure that the correct file is ...

There are various types of dashes and hyphens used in text. While these can look very similar, they are actually different characters. For users using a keyword search in DocBoss, if they are not using the same character used in the data entere...

If unsure where a card is, try out the troubleshooting steps below. Topics Cannot find card in Incoming Documents Cannot find card in Outgoing Submittals Cannot find card in Card List Card has incorrect document Cannot fi...

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If you have generated your compilation but it is not showing up in the outgoing submittals area, please check the following. The Compilation has been linked to the doc code? Is the Doc Code Type set as a "Compilation" and have you linked it ...

To view the email delivery status of an outgoing submittal, navigate to Project Menu > Cards In/Out > Outgoing Submittals  and expand the "Submittals" section. Under the "Tools" column, there is a "Log" icon. Click on the icon to open the email d...

Learn how to fix document processing issues caused by deprecated Type 1 Postscript fonts.

Correct CSV data not showing as separate columns.

If the uploaded files don't match with any card, we show you an error in the top area of the matching screen. You can check the cause by hovering over the error symbol. Testing bulk match parameters Select the info icon for the card...

When processing files returned from the customer, DocBoss expects that the page count has NOT changed. All details are explained here . BUT, when processing documents returned from supplier default "expected cover pages" value is always set to ...

When processing files returned from the customer, DocBoss expects that the page count has NOT changed. DocBoss knows: Total pages sent (expected pages for return) - Example: 2 Total pages of the actual document - Example: 3 Total cover pag...

If one of your files is corrupt, or the PDF is incorrectly formed, we will report this by showing you an error in the file staging area of the assign screen. You can delete the offending file and reupload, or, if the problem persists, try prin...

If you make a mistake assigning files into cards, you can undo it 2 ways From the assign screen 1) Go to the Assigned tab, and 2) Click the Rollback Latest Assignment icon. Note that if the document has already undergone addition...