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When uploading doc numbers using the edit data via CSV from the Card List – you must add the word (in all caps) OVERRIDE into the related column for "Doc Number Manually Changed".
Why?
Let’s assume you have auto-numbered all cards. When...
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How is the default setting determined on a project?
On each project the default values for bulk process are undefined until a submittal is made.
On the first submittal to a target, the default value is assigned from the USER profile an...
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If the file numbers are same as the tag numbers they could be easily matched in bulk process by DocBoss with the auto-created card number which automatically contains the tag number.
But what if you have to include the same tags for two do...
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After creating routing scenarios , users can apply them to doc codes or cards.
Apply routing scenarios to doc codes (individual)
If a routing scenario is available to use on a project already, select it from the Routing Scenario drop...
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If using stage lists with multiple stages, it is possible to assign a different routing scenario to each stage the documents pass through.
First, ensure the correct Stage List is selected for the doc code (or card). If needed, save to apply t...
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Looking for Internal Reporting? Check out the Metrics Report
Settings >Reports > Project Metrics
Set the Parameters
Select the desired filters for Projects and Output settings (1), then Generate report (2).
Output sett...
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The routing scenario feature allows users to predefine document workflow in detail.
For example, in the image below, DocBoss knows to assign a specific set of reviewers based on the file's return source (customer) and whether or not the st...
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This article explains how to add or edit routing scenarios. For an overview of routing scenario functions, see this article first.
Topics
Add routing scenarios
Edit routing scenarios
Add/edit routing scenarios for all new pro...
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Users can update previously submitted documents submittal dates. Updating it on the outgoing submittal will then update the date in the card history and all templates (SDI and in document cover pages added during submittal and also in compilation ...
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Default date format
For any template variables including dates, the formatting of the date will default to the date format chosen for the project. This can be changed under Project Menu > Main > Settings > Date format .
To change...