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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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Cards included in an SDI report can easily be grouped by a specified value (either by Major Tag OR by a custom doc code/card field). To achieve this , the " GroupSDI " array can be added to the template (encompassing the " DocumentsByIndex " arr...
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DocBoss maintains a state for every locked card. Cards become locked if ANY of the following actions have been performed:
The card has been submitted to the customer (tracked separately also)
A system generated INDEX has been submitted...
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Instructions for creating and using a compilation layout, both at the system and project level.
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Customize dashboard tiles with additional filter options.
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Overview of the available options for organizing and structuring a compilation.
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Information pertaining to the different options available to organize the TOC and contents of the compilation.
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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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When attempting to bulk match files to their corresponding cards, there are four types of errors that prevent successfully matching: (1) file doesn't match any active (required) cards, (2) file has more than one active (required) card that is a po...
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Documentation Access To access the API documentation page, navigate to System Menu > Admin > Security Settings. Under the "API Authorization" section, click the "Documentation Page" link. Layout Queries are listed on the left, with data...