In DocBoss, a Doc Code is a specific customer code or project code used to create project document groups. The following are examples of common Doc Codes:
Adding Doc Codes to your customers allows you to re-use them in any of their Projects and the easiest way to automatically build the Card List (i.e., Vendor Document List) is by configuring each Code settings.
Once a Customer profile is set up, Doc Code lists can be added.
To get to a customer's code list entries, hover over the "Profile" menu and select the doc codes section.
To add a new doc code list, click the "+ Add List" button in the top right.
Once the code list has been created, doc codes and the descriptions can be entered either one at a time or via in bulk (via CSV):
Individually
1. Click the "+ Add" button in the top right of the grid
2. Fill in the required (*) fields (doc code and doc code name), and configure additional settings if desired
3. Click Save
In Bulk
1. Click the "Import/Export" button below the grid (bottom right)
2. Download the export file (CSV or Excel) from the pop-up
3. Fill in the required (*) fields (doc code and doc code name), and configure additional settings if desired
4. Upload the file from the same "Import/Export" pop-up
If configuring the doc code level on the company doc code list, it is recommended that default fields (e.g., Item/Model, Tag, Sub-Supplier, etc.) are set to an option in the "Tagged Equipment" section, and custom fields are set to an option in the "General" section. This is to ensure that the pre-selected levels are correctly applied once the codes are added to a project.
Next steps:
Configure Code List (Requirements)
Learn more about Doc Codes:
Mapping customer codes to internal codes
Differences between Codes and Cards