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Navigate to the Main page of your project. In the Output Settings section under Submittals, you will have a drop down that will allow you to select any Transmittal Templates that are available for your use. Find the one you want and select it - ...
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On Project Main > Cover Pages and Stamps , you can choose which template you want to use for your project, for both Customer and Sub-Supplier submittals. You can also choose here how you want to create Excel cover pages - add to Excel files ...
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If you do not want DocBoss to extract/unpack the zip folder and upload the zip file as-is, you must drag and drop the zip folder directly onto the card via the Card List.
Navigate to the card list
1) drag and drop the zip file directly onto ...
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Users can now make edits to any of the fields in a historical entry. All changes are recorded, and the change log is visible by clicking the log icon beside any edited history entry.
Identify manual history entries
When m...
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It is often useful to identify which cards have changed when resubmitting a package or compilation to your customer. With a revision index page, DocBoss will check each card included in the package/compilation. If the card has changed (identified ...
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When you bring in a file from the customer and they return it with a comment page in the file, you can identify the comment page in the assignment screen. Once identified, DocBoss allows the user to determine the sequence of comment and markup she...
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Manage large and/or specialty PDF files.
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Assign active, native AND comment files from the file staging area (multi drag/drop)
When assigning files, if the user multi-selects 2 or more files and drags them onto a card, DocBoss will ask for the destination for each file. This allows you...
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Created On: 08/24/2021
in Docs Admin Allow DocBoss Support to access your instance for troubleshooting and help with questions.
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Created On: 08/13/2021
in FAQ Steps to reset your password.