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Email templates are used to automatically fill in the body of email notifications, including submittal emails and expedite request emails. To create an email template, navigate to System Menu > Template Mgmt > Output Templates. From the "Email T...
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Create a new incoming submittal and add documents to it.
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Assign uploaded files to the applicable cards.
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By default, DocBoss adds the submittal cover page to the front of the outgoing document. When the document also carries comment pages, you can have those comment pages sit ahead of the cover page, so the outgoing page order becomes: comment pages,...
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Which expediting report a card appears in, and which due date shows against it, depends on three things: whether the card has been submitted yet, the Type set for its doc code on the Code List, and whether the card has a routing. Cards awaiting...
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Overview of why compilation cover pages are useful, and directions for adding into the compilation structure.
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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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Cards included in an SDI report can easily be grouped by a specified value (either by Major Tag OR by a custom doc code/card field). To achieve this , the " GroupSDI " array can be added to the template (encompassing the " DocumentsByIndex " arr...
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DocBoss maintains a state for every locked card. Cards become locked if ANY of the following actions have been performed:
The card has been submitted to the customer (tracked separately also)
A system generated INDEX has been submitted...
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Instructions for creating and using a compilation layout, both at the system and project level.