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Configure Expedite Reports

Published On: 03/30/2025 in Docs Multi-Project Screens Expediting

Customize expediting reports and select expediting recipients.
Introduction to Internal Approval

Published On: 03/30/2025 in Docs Projects Workflow Internal Approval

Internal approval is a feature that makes it easy for your team to perform an internal review of documents before sending them out (typically to your customer). This feature is particularly useful for companies who do engineering on behalf of th...
Enable Internal Approval

Published On: 03/30/2025 in Docs Projects Workflow Internal Approval

In order to use internal approval, the function will need to be enabled from both admin and project settings. Enabling from Admin Settings Before internal approval can be used on a project, the option will need to be enabled from your admin sett...
Create/Modify Internal Approval Status List

Published On: 03/30/2025 in Docs Projects Workflow Internal Approval

Before using internal approval, a status list will need to be created. Once a status list is created, statuses can be added, removed, and/or modified to suit your company's process. Create list To create an internal approval status lis...
Enable Internal Approval on Stage List

Published On: 03/30/2025 in Docs Projects Workflow Internal Approval

To integrate internal approval into the document workflow, a stage list will need to be added that includes internal approval. If you intend to use internal approval on multiple projects, you can add the stage list at the Admin level. If you on...
Apply Internal Approval Stage List to Doc Codes

Published On: 03/30/2025 in Docs Projects Workflow Internal Approval

Once a stage list with internal approval has been created, it will need to be set as the stage list for the appropriate doc code(s). The stage list can be set on a project individually. Alternatively, if you work with the same customer often (usin...
Internal Approval Workflow (Example)

Published On: 03/30/2025 in Docs Projects Workflow Internal Approval

To provide an overview of the internal approval workflow, the most common scenario is outlined below. This common scenario is as follows: 1. The initial document is brought in from the source (e.g., sub-supplier) and is assigned to DocBoss us...
Edit the Default Overdue Cards Report

Created On: 03/26/2025 in Docs Templates PDF/CSV/XLS Templates Template FAQ

The Overdue Cards Report is an internal tracking tool that users can enable from their profile. The report template format is editable. There is one report format shared across your system, and this can be edited from Output Templates. (Search fo...
Exceptional File Handling (Skip Processing)

Published On: 03/12/2025 in Docs Projects Workflow Incoming Documents Advanced

Manage large and/or specialty PDF files.
Create Manual Cards (Bulk Load)

Published On: 03/12/2025 in Docs Projects Set Up and Manage Cards Manual Cards

Ensure Manual Cards are enabled on your project, see our article to learn how to enable this function: Enable Manual Cards To bulk load manual cards, use the "Add/Edit Data via CSV" function. This option is available under the "More Ac...