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There is a distinction in DocBoss between Comments and Markups .
Comments are not embedded in the document. They are a generic area to add descriptive text about the file. If specific reference to the document is required, markups are a bett...
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If you make a mistake assigning files into cards, you can undo it 2 ways
From the assign screen
1) Go to the Assigned tab, and
2) Click the Rollback Latest Assignment icon. Note that if the document has already undergone addition...
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On auto-created cards, you can split a card into two, and assign specific units to each card.
Navigate to the card list, and click the split icon.
From the pop up, click create new card.
The internal references for the cards will ...
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Setting up levels is one of the most important functions in DocBoss. Please review this article to learn more about how they can help you to build the Card List and link units to cards.
As you are aware, DocBoss has a set of DEFAULT leve...
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Create Copy
Copying a card is useful when you require an exact duplicate of a card i.e. the second card should be linked to exactly the same set of tags and codes, its is just a different file. An example might be a procedure card.
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Inherit data from Major Tag columns to Tagged Equipment units
When a user enables an equipment field for a major tag, data from that field will be available from the tagged and sub-unit grids (Steel).
For example:
Add a "Product Group" e...
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Custom Levels
We use custom levels to subdivide and classify your units when there are alternate requirements past the default levels we automatically provide.
Assume the requirement for packing slips. If you have many items, they may ship...
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You can view documents in DocBoss without having to download them first.
Enabling the viewer is super easy, the viewer “Switch” is a toggle that allows you to turn it on or off.
Incoming Docs
File Staging Area
Once it is enabled...
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When you bring in a file from the customer and they return it with a comment page in the file, you can identify the comment page in the assignment screen. Once identified, DocBoss allows the user to determine the sequence of comment and markup she...
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Assemblies group order detail by line numbers. In the case where you do not have any sub lines (a.b.c.d), they are exactly the same as the “Unit” fields. They come into play when your order detail contains sub lines (i.e. 1.a, 1.b).
Assembly...