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Last Updated: 09/16/2024
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Add sub-suppliers, customers, and end users.
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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...
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Last Updated: 02/13/2025
in Docs Admin User ManagementOverview of user role types and their associated permissions.
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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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Last Updated: 02/13/2025
in Docs Library
The Library is a space to store documents that can be reused. This can be useful for documents that are unchanging between projects, including (but not limited to) Instruction Manuals, Brochures, MTRs, Welder Cert’s, and Procedures.
To a...
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A visual summary of and navigation to projects.
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The sub-supplier portal provides a secure location for your vendors to upload (and download) documents directly into your DocBoss projects.
Add accounts for the sub-supplier
Navigate to the settings / sub-supplier area.
Add a ne...
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Customize expediting reports and select expediting recipients.
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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.