New Articles

  1. Run the Expedite Process and Send Emails

    Prompt DocBoss to generate and send expedite reports.
  2. Configure Expedite Reports

    Customize expediting reports and select expediting recipients.
  3. Enable Expediting for a Project

    Turn on the Expedite module for a project.
  4. Combination Fields

    Create combination columns There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project template, you se...
  5. Move history and active file to a different Card

    There may be some situations when a Card needs to be dismissed but the history and file still needs to be used in a different card. e.g. A Merged Set which contain cards related to Tag1, Tag2, Tag3 was sent and reviewed by the customer. ...
  6. Create API access credentials (per application)

    Navigate to the security settings screen via the Settings menu. Your user account must have the security permission to access the security settings. If you do not see this option, contact your administrator. The API Authorization ...
  7. Default EQ Number

    Default Equipment Number is the parameter that sets the value that will be displayed in the whenever the Equipment Unit variable is used. Default is always set to Tag but this can be changed for the whole order in the Project Fields Template >...
  8. Sub-Supplier Portal (supplier view)

    The following describes what your suppliers see when they access the portal. Note the URL you use to login - your suppliers will go to that same URL (i.e. could be system,2,3,4.docboss.com). They will enter their email address and password as y...
  9. Adjust the Default Table of Contents

    The LaTeX template can be adjusted by changing some of the values in the template. Sections Add vertical space before and after each section \newcommand{\bolditem}[7]{% \\[10pt] - before section \tocitem{#1}{#2}{#3}{\tex...
  10. Acceptable Native File Types

    To eliminate malicious file uploads, DocBoss maintains a list of uploadable file types. If your file is not on this list, you will receive an error on upload. If the file is valid, please contact support. Once we manually validate the file type...