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Last Updated: 05/28/2025
in Docs Admin User Management Overview of user role types and their associated permissions.
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Last Updated: 05/23/2025
in Docs Admin User Management Instructions for setting a user as a commercial contact (i.e., a user responsible for contract-related activities)
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Add internal doc codes to use when customer lists are not provided or for mapping (cross-referencing) internal codes to customer codes.
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Last Updated: 05/21/2025
in Docs Projects Compilations Send
DocBoss strives to help you avoid errors – as such, we don’t show the compilations in the outbound area until all documents are complete (by default). If you wish to submit the TOC before all the documents have been fully approved, there is an ico...
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Last Updated: 05/21/2025
in Docs Projects Compilations Send
Compilations can be regenerated from either the compilation editing screen or the code list. Regenerating is important to ensure the compilation(s) is displaying the latest settings and is reflecting up-to-date information. From Compilation Edito...
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Users have the option to apply a Compilation Cover Page to compilations and packages. This is in addition to Submittal Cover Page. The compilation cover page is generally a title page for the compilation. BUT - you can use exactly the same varia...
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There are five different templates used in compilations. Users can upload / update templates by navigating to System Menu > Admin > Template Mgmt > Output Templates. Compilation Cover Page The compilation cover page can be downloaded as a ...
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Once a compilation layout has been established, it can be saved for use on future projects. From Project (Compilation Editor) From the compilation editor ( Project Menu > Index Reports & Compilations) , locate the "Compilation Layout" section a...
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DocBoss uses presets to define various setting defaults for NEW compilations and packages created on a given project.
Presets are defined on the project template, and once the project is created, the defaults are reflected. Users of different g...
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If the customer provides a pre-established XLS template to use on a project, you can use it instead of using the default template. To use the XLS template, values will need to be replaced with general and/or section title page variables fr...