Articles
Header and Footer Format
To add and edit headers and footers to your documents, navigate to the Main Setup page of your project where available fields are shown in the Formats group > Document Header/Footer Settings.
Font - Default is set to size 8 but can b...
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...
Document Auto-Numbering Format
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...
Outgoing File Name Format
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...
Document Revision 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...
Using IF statements
This article explains how to apply conditions to document auto-numbering, outgoing file name, and compilation pattern formats.
Using IF statements for Document Auto-Numbering Format
If you have document numbers that differ depending on wheth...