New Articles

  1. Create Lists for Custom Fields

    This article provides steps to set up "Lists". Using a list takes out any risk of typo's as it gives the user a list of pre-existing values to choose from, rather than typing in the values. To create a new list navigate to the Lists screen. ...
  2. Other Data - Project (Main) Fields

    Users may now add an unlimited number of custom fields to the main area of projects. Create new date, text, or list fields. There is also an option to define whether fields are mandatory. Users may apply them to any or all project templates. ...
  3. Enable Customer Portal Access

    In order to enable web access, the contact must be added to DocBoss. For information on adding a contact, see our article here . Allow Web Access: Enable this field to allow the access to the Customer Web Access/Portal Login (for t...
  4. Revert File and Meta-Data

    When working with card history, you will notice two options to reverting a file. The first option is to "Revert File and meta data" . This option allows you to take a file and the meta data (Document number, revision, submission number, d...
  5. Due Date & Expected Date

    Definitions - Due Dates are the dates when the documents are scheduled to be submitted to customer (if card is with customer and there is a date in this field, it is intended for the next submittal). - Expected dates are the dates when the ...
  6. API Documentation

    Documentation Access The link is based on your DocBoss login system: https://system[].docboss.com/documentation/api i.e. for System1, the link is: https://system.docboss.com/documentation/api i.e. for System5, the link is: https://sy...
  7. Adding Headers/Footers to Excel SDI Templates

    DocBoss header and footers set in the Main screen of your projects will not be applied to excel documents. However, DocBoss xls template variables can be used on SDI Excel template header and footers. General variables can be used in head...
  8. Release - January 2022

    Customer Portal The customer portal has been changed to allow customers to upload documents directly to projects. It now shares a common format and functionality with the Vendor Portal. For more details on Customer Portal, see our article h...
  9. Re-Send and Forward Transmittals

    To Re-Send or forward a transmittal, navigate to Outgoing Submittals and click on the underlined submittal number, as shown below. Here you will see the options to Re-Send or Forward. If you choose to Re-Send the email, it will b...
  10. Import Stage List from Admin

    In order to bring a stage list into any project and have it available for any future projects, it must be created at the Admin level. If you create a stage list in the admin area AFTER you created your project, you can "import it" in...