New Articles

  1. Log for Sent Emails

    Created On: 03/09/2021 in Docs Projects Workflow Outgoing Submittals Advanced
    To view the Sent email status of an outgoing submittal, navigate to the Outgoing Submittals screen and scroll down to the Submittals Grid. Here you will see a "Log" icon - see red arrow in image below. Clicking on the Log icon will open the Email ...

  2. Initial Submission Dates

    Created On: 03/05/2021 in Docs Projects Set Up and Manage Due Dates
    When creating a new Project, the initial submission dates (original scheduled dates) are set by default to 10 days after order date indicated in Main. This can be changed from the Code List using reference date and delivery days columns o...

  3. Turn Around Days

    Created On: 03/03/2021 in Docs Projects Set Up and Manage Due Dates
    Turn Around Days Turn Around Days are used to determine the default count of working days for due dates. The settings for these can be adjusted on projects under  Set Up > Main > Turn Around Days . Here you can enter the default amount ...

  4. What if I have multiple orders to manage in a single DocBoss project?

    Created On: 02/10/2021 in FAQ General FAQ
    If you have a customer who has issued multiple orders of equipment under one purchase order number, DocBoss can use custom equipment fields to identify multiple packages on one single equipment list. This will allow you to create one final compila...

  5. Sending email from a custom domain

    Created On: 02/08/2021 in Docs Admin Email Send Address
    Provide these instructions to your IT department to allow use of your company's email addresses as a sender in DocBoss.

  6. Doc No. Pass-Through

    Created On: 02/02/2021 in Docs Projects Set Up and Manage Cards Edit Cards
    Your Document Numbers It is standard practice to assign a number to every document you are managing. These numbers can be auto-generated in DocBoss, so the structure/convention is common across all documents on your project. If your engineer...

  7. Compilation Details and Structure Options

    Created On: 01/26/2021 in Docs Projects Compilations Regular Options and Layout
    Compilation Info Name: The name of the compilation. Description: Additional information that has to be included about the compilation. File Type: Choose to produce compilation as a single pdf file or a zip with fol...

  8. Set Date Format

    Created On: 01/22/2021 in Docs Projects Set Up and Manage Due Dates
    Date formatting can be set in Docboss in three places: On specific projects, under Project > Set Up > Main On Project Templates, under Project Settings > Date Format Under Admin, for the whole system To see the current date settings for...

  9. Signing files with eSignature (User action)

    Created On: 01/20/2021 in Docs Multi-Project Screens eSignatures
    Step 4 of the eSignature process.

  10. Release - Jan 2021

    Created On: 01/20/2021 in Release Notes Older Releases
    eSignatures DocBoss now allows eSignatures to be applied to outgoing documents in 2 forms: System applied (Hidden) This signature is applied to the document without a visible signature block. The intent is to register the current state of th...
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