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Best Practices
Adding Companies
Use an external reference ID for new companies from a shared business system. This avoids duplicates being added with alternate spellings. DocBoss will warn you if the name it is exactly the same but if the...
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The compilations system is built around auto-generated cards (using levels to connect all the data).
If a compilation has to be generated by Major Tag and the cards included in it have been created using both levels of equipment (Major Ta...
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Topics
Overview
Add affiliate companies
Assign project to affiliate
Affiliate user access
Assign licenses per affiliate
Update user access
Customization per affiliate
Project Templates
A...
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Customers periodically ask how they should set up their file structure for saving submittals on their server. While not technically required, it's a good practice. Heres the layout we suggest
Project ABC
...
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Last Updated: 09/16/2024
in FAQ General FAQ
VDI 2770 is a German standard for final submittal of vendor documentation. The focus is on FINAL PACKAGES, not the day-to-day submittals for approval etc.
The goal of VDI compliance is to create a stand alone package PER TAG. There will be many...
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If employee names need to be displayed in a custom grid with specialized terms like Prepared by , Checked by , Approved by , they can be shown using the user roles from the Main setting screen. But if the review process is outside of DocBoss, u...
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Last Updated: 09/16/2024
in FAQ General FAQ
If you document looks strange in the viewer after upload, it is usually due to a TYPE 1 Postscript font. These fonts are being depreciated by all systems, and will no longer be supported by Adobe as of January 2023 . The most typical example we s...
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"Sheet Adder" was created to allow users to count the number of sheets on the Manual Cards (i.e. sheet 1 of 1 if only one Card).
Sheet Adder is included in the internal document number but it can be removed from the Project Fiel...
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Last Updated: 09/16/2024
in FAQ General FAQ
We've had customers ask if their customers might use the review functions - avoiding submittals entirely. Here are our thoughts:
The routing doesn't have the same level of historical reporting.
With submittals, the date out, date return...
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Last Updated: 09/16/2024
in FAQ General FAQ
There are various types of dashes and hyphens used in text. While these can look very similar, they are actually different characters.
For users using a keyword search in DocBoss, if they are not using the same character used in the data entere...