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Customize expediting reports and select expediting recipients.
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Last Updated: 03/27/2025
in Docs Projects Workflow Stages
Documents submitted to EPCs often must go through multiple issue purposes. While some documents may only be submitted as For Information or For Approval, engineered drawings can go through multi-step submittal processes. A common workflow fo...
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Current Files from a Single Project Bulk download Users can extract the most recent file from multiple cards via the Bulk Doc Download function on the card list. Navigate to the card list for any project, select the card(s) you want to includ...
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Last Updated: 03/26/2025
in Docs Admin User Management Edit details and permissions for own user or others.
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The Overdue Cards Report is an internal tracking tool that users can enable from their profile. The report template format is editable. There is one report format shared across your system, and this can be edited from Output Templates. (Search fo...
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Last Updated: 03/26/2025
in Release Notes Current Releases
Here's a list of updates found in our March 2025 release! Highlights Confidential projects: this option on Project Main blocks access to the project unless a user is specifically added to it under their user Permissions page. (Please note that...
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The last grid on the Outgoing Submittals page contains completed submittals.
Project Menu > Cards In/Out > Outgoing Submittals > Scroll to bottom of screen.
1) Submittal Details
Click on ...
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Defaults The defaults for notifications are available in the general admin area and can be edited on the main settings area of each project. These settings may be defined for each target. These settings can all be edited/overridden on the submi...
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Last Updated: 03/20/2025
in Docs Admin User Management
For customers with affiliates enabled, user access to projects and libraries can be configured per affiliate.
Only admin users have permission to add or edit users.
New users
When adding a new user to the system , if affiliate ...
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What does locking cards do?
Once a card is locked, DocBoss starts tracking the State and stops that card from being automatically re-numbered.
Is a card locked?
There is a column on the Card List that displays if a card is Locked. I...