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DocBoss has created a report to easily track and view document controllers KPI's. In the report you will find information which you can filter by date, User, Project ID, Sales Order/Quote number, Project, Incoming Assignments (from Customer, ...
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Looking for Internal Reporting? Check out the Metrics Report ( System Menu >Reports > Project Metrics )
Set the Parameters
Select the desired filters for Projects and Output settings (1), then Generate report (2).
Output se...
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To complete a project in DocBoss, navigate to the " Main " tab of the Project Configuration page. In the bottom right, click the button to "Complete Project". If all cards are in a complete status, the project will be completed. If any card...
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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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Current Files from a Single Project Bulk download Users can extract the most recent file from multiple cards via the Bulk Doc Download function on the card list. Navigate to the card list for any project, select the card(s) you want to includ...
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Users may now add an unlimited number of custom fields to the main area of projects. Create new date, text, or list fields. There is also an option to define whether fields are mandatory. Users may apply them to any or all project templates.
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If statements can be used for header/footer patterns to draw different values for different conditions (e.g., drawings require a different heading than all other documents). In these situations, creating a custom doc code/card field can provide ad...
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The revision settings for a project are set under the "Main" tab of the Project Configuration page (Project Menu > Set Up > Project Configuration). By default, DocBoss allows you to manage one revision number (primary doc rev), however...
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The file naming format is used to generate the file names on any Outgoing Submittals. Navigate to the Project Menu > Set Up > Project Configuration . From the " Main " tab, expand the "File Naming Pattern" section. Single pattern forma...
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To update the auto-numbering format, navigate to the "Main" tab of the Project Configuration page (Project Menu > Set Up > Project Configuration). The Auto-Numbering Format allows you to automatically assign document numbers (and/or your ...