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Last Updated: 09/16/2024
in Docs Admin Integrations and API
Documentation Access
The link is based on your DocBoss login system: https://system[].docboss.com/documentation/api
i.e. for System1, the link is: https://system.docboss.com/documentation/api
i.e. for System5, the link is: https://sy...
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Void
There are 2 types of VOID in DocBoss.
Not Required
Un-mark the checkbox under the "Required" column.
You can mark a document as “Not required” at any time.
If it was locked, its state will show V (Void)
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The Prices & Estimates feature is designed to provide a detailed pricing estimate for the documentation fees related to a project.
Once the project has been set up with the required information (Doc Codes with Levels and Equipment) and the ca...
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Last Updated: 09/16/2024
in Videos
The following list contains the videos created to support our helpdesk articles with detailed examples and instructions that will help our users complete their project set up and document control.
You can access to DocBoss channel on Vimeo by ...
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Last Updated: 09/16/2024
in Docs Library
If you have assigned a Reviewing Option to your document, when it becomes due it will show a warning for the cards that need to be reviewed .
To renew these documents, select the applicable document and click on edit. This gives you the a...
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Steps for creating a template.
Must be in excel format
Any cells where the output data is to be defined by DocBoss , must have applicable variable entered
You must set your print area (remember to include the last column) ...
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Last Updated: 09/16/2024
in Docs Projects Workflow Stages
In order to bring a stage list into any project and have it available for any future projects, it must be created at the Admin level.
If you create a stage list in the admin area AFTER you created your project, you can "import it" in...
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How to Enable Manual Cards
To add manual cards to a project, you must first ensure the manual card module has been enabled in your project.
To find this option, navigate to Project menu > Set Up > Project Fields Template.
From here, ...
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Last Updated: 09/16/2024
in FAQ Resources
Use the list below to track which DocBoss features you want to learn more about, and click on the links to be redirected to the relevant articles. If you request advanced training from us, we can customize our course offerings based on your chosen...
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Last Updated: 09/16/2024
in Docs Projects Project FAQ
If you have resubmitted a document and your customer decides they don't need it and asks you to just use the last approved document instead, how do you handle this in DocBoss?
The first step is to void the outgoing submittal.
Next, na...