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Last Updated: 09/13/2024
in Release Notes Current Releases
Here's a list of updates found in our September 2024 release! Updated Support Site We've remodeled our support site (where you're reading this article). All the same articles are here, but we've improved navigation and function of the site for a...
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Last Updated: 09/16/2024
in Docs Getting StartedLog in, review navigation and menus, and learn about next steps for each user role.
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Last Updated: 09/19/2024
in Docs AdminAllow DocBoss Support to access your instance for troubleshooting and help with questions.
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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 of your customer ...
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Last Updated: 09/16/2024
in Docs Admin Email Send AddressProvide these instructions to your IT department to allow use of your company's email addresses as a sender in DocBoss.
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Last Updated: 09/16/2024
in Docs Projects Workflow Stages
Documents submitted to EPCs often must go through multiple issue purposes. While some documents may only be submitted as For Information or For Approval, engineered drawings can go through multi-step submittal processes. A common workflow fo...
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The following describes what your suppliers see when they access the portal.
Note the URL you use to login - your suppliers will go to that same URL (i.e. could be system,2,3,4.docboss.com). They will enter their email address and password as y...
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Last Updated: 09/17/2024
in Docs ProjectsSummary of steps to set up a new project.
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Steps for creating a template.
Must be in excel format
Any cells where the output data is to be defined by DocBoss , must have applicable variable entered
You must set your print area (remember to include the last column) ...
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This article includes examples of the table of contents layout with different depth values and structure options.
Example 1
Table of Contents and Bookmarks sections options
Depth of TOC: 3
Depth of TOC numbering: 3
Sta...