New Articles

  1. Saving submittals on your server

    Created On: 03/15/2018 in Docs Projects Set Up and Manage Export
    Customers periodically ask how they should set up their file structure for saving submittals on their server. While not technically required, it's a good practice. Heres the layout we suggest Project ABC ...

  2. Add Custom Doc Code/Card Fields

    Created On: 03/12/2018 in Docs Projects Set Up and Manage Custom Fields
    You can add custom fields to your cards. Here's how to create and manage them. How to create a Card Field The initial set up of the custom Doc Code / Card Field must be done by an Admin User. Once created, they can be enabled or disabled o...

  3. Locking Cards

    Created On: 03/09/2018 in Docs Projects Set Up and Manage Cards Edit Cards
    What Does Locking Cards do? Once a card is locked, DocBoss starts tracking the State and in addition, it stops that card from being auto-renumbered. Is a Card Locked? There is a column on the Card List that displays if a card is Loc...

  4. Selecting Email Template

    Created On: 03/07/2018 in Docs Projects Workflow Outgoing Submittals Advanced
    If you want, you can change the Email Template that is used for any project. To Get Here: Project menu - (SetUp) Main, Scroll to Output Settings The drop-down (beside each Type of submittal) lists the available templates you h...

  5. Document Viewer

    Created On: 03/05/2018 in Docs Projects Workflow Comments, Markup, and Stamps
    You can view documents in DocBoss without having to download them first. Enabling the viewer is super easy, the viewer “Switch” is a toggle that allows you to turn it on or off. Incoming Docs File Staging Area Once it is enabled...

  6. Release – March 2018

    Created On: 03/02/2018 in Release Notes Older Releases
    Preview Stamp DocBoss now allows you to see the stamp while you are placing it on the document. This will include the variables (until it has actually been assigned) Once it has been assigned to the card, the variables will populate with ap...

  7. Edit Cards via CSV file

    Created On: 03/01/2018 in Docs Projects Set Up and Manage Cards Edit Cards
    DocBoss allows users to make changes to existing data in the Card List using a CSV (excel) file. When you download the file for the first time the data can be a bit overwhelming - Don't let that scare you! Once 'Add/Edit Data via CSV' is cli...

  8. Enable Manual Cards

    Created On: 02/28/2018 in Docs Projects Set Up and Manage Cards Manual Cards
    How to Enable Manual Cards To add manual cards to a project, you must first ensure the manual card module has been enabled in your project. To find this option, navigate to Project menu > Set Up > Project Fields Template. From here, ...

  9. Setting the FROM: Email Address

    Created On: 02/27/2018 in Docs Admin Email Send Address
    Choose the email address DocBoss displays as the sender when making submittals.

  10. Individual Page Assign

    Created On: 02/16/2018 in Docs Projects Workflow Incoming Documents Advanced
    DocBoss allows the user to select individual pages from a multi-page pdf, and assign them to separate cards. Select and assign Click on Thumbnail OR Use selection on top left of thumbnail The selected pages will have a yellow bord...
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