-
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 ...
-
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...
-
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...
-
Created On: 01/13/2022
in Release Notes Older Releases 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...
-
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...
-
Created On: 01/10/2022
in Docs Projects Workflow Stages
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...
-
The walkthrough shown below uses the Card List to illustrate filtering options. Filtering on the Multi-Project Card Report screen uses the same layout. There are different areas of the screen for different types of filters. The sections are c...
-
Created On: 11/09/2021
in Docs Projects Project FAQ
If you have resubmitted a document and your customer decides they don't need it and asks you to just use the last approved document instead, how do you handle this in DocBoss?
The first step is to void the outgoing submittal.
Next, na...
-
To complete a project in DocBoss, navigate to the Main page in your project and click "Complete Project".
If all cards are in a status complete - Great! The project will be Completed.
If you have any cards not in a complete status (ie: ...
-
Navigate to the Main page of your project. In the Output Settings section under Submittals, you will have a drop down that will allow you to select any Transmittal Templates that are available for your use. Find the one you want and select it - ...