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 "+" 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 (via CSV)
1. Click the "Export in CSV" button below the grid (bottom right)
2. Fill in the required (*) fields (doc code and doc code name), and configure additional settings if desired
3. Upload using the "Import from CSV" button below the grid (bottom right)
Next steps:
Configure Code List (Requirements)
Learn more about Doc Codes:
Mapping customer codes to internal codes
Differences between Codes and Cards