New Articles

  1. Project Templates

    Created On: 01/12/2018 in Docs Projects Set Up and Manage Project Template
    What is a Project Field Template? A Project Field Template allows you to define some default settings for your project Create a New Project Field Template Navigate – Admin > (Customization) Project Templates Step 1 Click “+...

  2. Copy a Project

    Created On: 01/12/2018 in Docs Projects Set Up and Manage Create Project
    Often,  a customer may place an order which is very similar to an order from the past. In these circumstances, you may find it saves time to copy an existing project to jumpstart the setup process. Open the project you wish to copy. From the  P...

  3. Document Revision Settings

    Created On: 01/12/2018 in Docs Projects Set Up and Manage Numbering Formats and Output Settings
    The document revision settings for a project are set under  Set Up > Main > Document Revision Settings . By default, DocBoss allows you to manage one revision number (primary doc rev), however you have the ability to manage two by enabling the...

  4. Outgoing File Name Format

    Created On: 01/12/2018 in Docs Projects Set Up and Manage Numbering Formats and Output Settings
    This is used to format the file names on any Outgoing Submittals. To get here: Navigate to the Project Menu > Main and look in the Formats area. Click on the Edit button. Single pattern format Single Pattern - Choo...

  5. Output Settings

    Created On: 01/12/2018 in Docs Projects Set Up and Manage Numbering Formats and Output Settings
    This section allows you to select your templates (to use for outgoing documents, Cover Pages, Transmittals, Transmittal Emails, etc). If your customer has a specific template that they have requested you will have to set it up and uploaded it prio...

  6. Document Auto-Numbering Format

    Created On: 01/12/2018 in Docs Projects Set Up and Manage Numbering Formats and Output Settings
    To get here: The Document Auto-Numbering Format allows you to automatically assign document numbers (and/or your own internal) by using variable configurations described below. Customer ***Remember to comply with naming formats o...

  7. Definitions of the Default Users and Lists section

    Created On: 01/12/2018 in Docs Projects Set Up and Manage Create Project
    The Default Users / Lists area of the main setup allow you to define key contacts for the specific project. It also includes the selection of the lists you will be using to manage the project. Any fields marked with a red asterisk (*) are...

  8. Project Profile Definitions

    Created On: 01/12/2018 in Docs Projects Set Up and Manage Create Project
    The  Project Profile is a section of the Project Set Up > Main screen. This section is for your customer (the company to whom you are submitting the documentation), all applicable transaction numbers, the End User (if applicable) and the order ...

  9. Initiate a Project

    Created On: 01/12/2018 in Docs Projects Set Up and Manage Create Project
    A project is the container object in DocBoss. It defines the information required to manage your documentation. It typically reflects the purchase order detail from your customer. 1. Create new project From Project List (option 1) Click th...
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