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A visual summary of and navigation to projects.
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Add customer approval status lists (or internal lists to track customer approval statuses).
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Add internal doc codes to use when customer lists are not provided or for mapping (cross-referencing) internal codes to customer codes.
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Adding contacts to company profiles allows you to create a relationship between a contact and a company. In doing so, these contacts can be defined on projects involving the company ( Project Menu > Set Up > Project Main > Users and Key Contacts) ...
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Once the new company Profile is set up, you will want to add an address. When you add a new project it is mandatory to select an address.
From Companies List, click the specific Company Name (you are adding the address to)
Use Drop down to ...
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Add sub-suppliers, customers, and end users.
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There are many configurations on the Code List (Requirements) grid that will affect the setup and management of cards on your project. Below is a general description of the columns available in this grid.
Doc Code
This is the DocCode t...
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Overview
In DocBoss, the Code List (Requirements) screen shows the list of document types that will be managed on the project. This list is often provided by the customer. If the customer does not have their own doc codes, users can add co...
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Created On: 01/19/2018
in Release Notes Older Releases Add stamp to document
In some cases, customers require that stamps are placed directly onto the document, rather than the addition of a cover page. DocBoss now allows users to upload stamp templates, and stamp documents. The same variables as us...
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The history of all cards is actively captured in DocBoss. You have the ability to view all previous versions of the document.
Clicking the History icon (from the Tools column) will open the History in a new window.
The new wi...