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Headers/footers can be manually applied to individual cards on the card list. This feature provides the option to apply headers/footers on cards without having to submit them, which is useful for cards that will not be submitted individually but d...
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If your company prefers to complete their internal document review outside of DocBoss (using a service such as Bluebeam, Adobe Pro, etc.), you can still manage the documentation in DocBoss. To do this, we recommend following the process below.
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To generate data from a custom field on a template, the custom field ID number will need to be determined. To identify the ID number, navigate to Project Menu > Set Up > Project Configuration . Navigate to the "Fields & Equipment Types" tab ...
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To provide an overview of a single stage workflow, a common scenario is outlined below. A common scenario is as follows:
1. A document is issued for customer approval (IFA) - Document return expected 2. Once approved by the custo...
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Created On: 08/15/2025
in FAQ Quick Tips Videos
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Created On: 08/15/2025
in FAQ Quick Tips Videos
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Created On: 08/15/2025
in FAQ Quick Tips Videos
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Created On: 08/15/2025
in FAQ Quick Tips Videos
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Created On: 08/11/2025
in FAQ
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Information about the internal approval-related information in the workflow pop-up