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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...
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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...
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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...
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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...
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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, ...
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Created On: 02/27/2018
in Docs Admin Email Send Address Choose the email address DocBoss displays as the sender when making submittals.
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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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Assign uploaded files to the applicable cards.
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Create a new incoming submittal and add documents to it.
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DocBoss supports viewing and adding document markup. The assign screen, the assign pop up, and the outstanding actions interface all support annotations.
You can add markups to files when you upload them to DocBoss. These consist of annotations...