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The customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received documents.
The following describes what your customer sees when they access the ...
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Last Updated: 02/13/2025
in Docs Admin User Management Overview of user role types and their associated permissions.
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Last Updated: 02/13/2025
in Docs Library
The Library is a space to store documents that can be reused. This can be useful for documents that are unchanging between projects, including (but not limited to) Instruction Manuals, Brochures, MTRs, Welder Cert’s, and Procedures.
To a...
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Ensure Manual Cards are enabled on your project, see our article to learn how to enable this function: Enable Manual Cards
To bulk load manual cards, use the "Add/Edit Data via CSV" function. This option is available under the "More Ac...
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What Does Locking Cards do?
Once a card is locked, DocBoss starts tracking the State and in addition, it stops that card from being auto-renumbered.
Is a Card Locked?
There is a column on the Card List that displays if a card is Loc...
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Manage large and/or specialty PDF files.
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Current Files from a Single Project
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 include in the ex...
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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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The Create Project call can be used to automatically trigger project creation in DocBoss when an order is added to an external system. When a doc control user creates a new project in DocBoss, they typically have information from the Vendor Doc...
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When DocBoss regenerates a compilation (only in the case where it is lined to a code), the process includes updating the active file in the linked cards. But - what if you have already received an approved compilation back from your customer? Ce...