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Last Updated: 09/16/2024
in Docs Admin Customization
If a user uploads an equipment list that includes placeholder values in the Tag field (NA, N/A, etc.), they can add these values under Admin > Other Lists > Ignored Values to hide the placeholder values from document tag lists.
As ...
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This article provides steps to set up "Lists". Using a list takes out any risk of typo's as it gives the user a list of pre-existing values to choose from, rather than typing in the values.
To create a new list navigate to the Lists screen.
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Overview
In DocBoss, the Code List (Requirements) screen shows the list of document types that will be managed on the project. This list is often provided by the customer. If the customer does not have their own doc codes, users can add co...
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The Default Users / Lists area of the main setup allow you to define key contacts for the specific project. It also includes the selection of the lists you will be using to manage the project.
Any fields marked with a red asterisk (*) are...
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DocBoss allows the user to select individual pages from a multi-page pdf, and assign them to separate cards.
Select and assign
Click on Thumbnail OR
Use selection on top left of thumbnail
The selected pages will have a yellow bord...
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This section allows you to select your templates (to use for outgoing documents, Cover Pages, Transmittals, Transmittal Emails, etc). If your customer has a specific template that they have requested you will have to set it up and uploaded it prio...
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Last Updated: 09/16/2024
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Last Updated: 09/16/2024
in Videos
The following are quick tip videos to further support our helpdesk articles and videos. These quick tip videos have been created based on frequently asked questions.
Compilation Settings
Edit Document Numbers via CSV (also includes ho...
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Last Updated: 09/16/2024
in Docs Projects Project FAQ
Create a Job
Creating a "Job" allows you to group multiple projects together for reporting and searches. For example, if you have two projects for a customer and you want to report across both projects, enter a job number on Project 1 and enter...
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DocBoss allows you to create and manage multiple versions of a single card. Generally - this is required when different language version of a card must be supplied/tracked.
Add/Enable Language Custom Field on Project
To begin, check the proj...