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Cover Page and Stamp Preference For Each Document Code

Carl Mueller
August 7, 2024
2 min read
Product Updates

For each doc code, the cover page / stamp value determines whether a cover page will be added, if a stamp is required, or both/neither are needed for cards associated with the doc code.

There are four “Cover Page/Stamps” options:

  • Cover page only (no stamp)
    • No system requirement for a stamp, and a cover page will be added upon submittal
  • Stamp, else cover page
    • System will prompt the user to place a stamp. If the user decides it is not possible (i.e. there is no space), the “No space for stamp” option can be selected.
    • Upon submittal, DocBoss will indicate whether a stamp was applied or not, and proceed accordingly.
      • If the “No space for stamp” option is selected, a cover page will be applied to the outgoing document.
      • If a stamp is applied, the outgoing document will be sent without a cover page.
  • Stamp and cover page:
    • System will prompt the user to place a stamp. If the user decides it is not possible (i.e. there is no space), the “No space for stamp” option can be selected.
    • Upon submittal, DocBoss will add a cover page whether or not a stamp was applied.
  • No stamp and no cover page
    • No system requirement for a stamp, and no cover page will be added upon submittal

In addition, the cover page and/or stamp template can be defined for each doc code. By default, the templates will be set to pull from those selected on project main (see article: Select Cover Page Templates and Settings on Project). However, if a different template is required for a specific doc code, the option can be adjusted by selecting the appropriate template in the grid.

It is possible to edit the cover page/stamp setting for a specific card by opening the edit form (pencil icon under tools). However, this manual adjustment will only apply to current active file. Once a new file is returned and attached to the card, the setting will revert back to what has been selected for the doc code.

Change setting mid-project

If a change is made to the “Cover Page / Stamps” setting mid-way through a project, the change can be applied to all in-progress cards by selecting all doc codes, clicking “Apply” and choosing the “Cover Page / Stamps (to Cards)” option.

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