Product Updates
How To Match Cards In Bulk Process
When trying to match your file with an existing card, DocBoss takes: Each segment of your file name (based on…
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, navigate to the Card List and click on the History icon.
In the history screen, revert the file and metadata back to the line when the file was returned “approved” from the customer.
Once you’ve finished these steps, make sure that the last history line is the one that contains the file returned from the customer (you can click on Doc+CP Link to view the file that is now attached).
Also double check that the cards status is now the approved status and that there are no routings set.
This will put the card back to its state before it was resubmitted.
Ready to leave the
DocBoss is the only true document control system for
suppliers. Book a quick demo to see how we help process
equipment suppliers make more profit with less pain.
Related Resources
Product Updates
Using a Compilation Cover Page Instead of Submittal Cover Page (for Packages and Compilations)
Users have the option to apply a Compilation Cover Page to compilations and packages. This is in addition to a Submittal Cover…
Product Updates
Completing a Project in DocBoss
To complete a project in DocBoss, navigate to Project Menu > Set Up > Main. In the bottom right, click…