These settings allow you to customize DocBoss to suit your company needs. The default settings will automatically populate your projects accordingly however, changes can be made on individual projects as required.
To review/edit the default settings, navigate to System Menu > Admin > General.
General
This section provides the option to update the date format, as well as the delimiter that appears between multiple values on CSV exports. Use these options to adhere to common formatting requirements.
User Licenses
This section identifies information pertaining to DocBoss user licenses. This information provides a snapshot of the number of different licenses being used.
Project Options
This section provides the option to update naming patterns, numbering standards, font sizes, and margins. In addition, turn around days for documents can be set. Use these options to help manage documents, as well as adhere to common formatting requirements.
Doc Code Options
This section provides the option to update the default level, type, and delivery information on doc codes. Use these options to help expedite the setup of the doc code list at the beginning of a project.
Project Landing Page
This section identifies the default landing page for each user role. Use these options to change the landing page for different roles and help facilitate the work that each role performs (e.g., Reviewer = Outstanding Actions).
Dashboard Tile Settings
This section identifies the information communicated on tiles from the Project Dashboard. Use these options to highlight the most useful/important information to your company.
Submittals Options
This section provides the option to update the sender information, attachment/link settings, and naming patterns for submittals. Use these options to help manage submittals, as well as adhere to common requirements.
Reviewer Roles
This section provides the option to update the name and suffix for each user role. Use these options to have DocBoss adhere to your company's naming standards.
Library Query Settings
This section provides the option to update the query that matches library documents to doc codes. Use these options to improve the auto-matching functionality for library documents.
Document Auto-Numbering Format
This section provides the option to update the document auto-numbering convention, as well as how the numbers are sequenced, ordered, and formatted. Use these options to help manage documents, as well as adhere to common formatting requirements.
Customer/Sub-Supplier Portal Logo
This section provides the option to update the logo that is displayed on the customer/sub-supplier portal. Use this option to replace the DocBoss logo with your company logo on the portal.
