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A visual summary of and navigation to projects.
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DocBoss allows users to make changes to existing data in the Card List using a CSV (excel) file. When you download the file for the first time the data can be a bit overwhelming - Don't let that scare you! Once 'Add/Edit Data via CSV' is cli...
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Add sub-suppliers, customers, and end users.
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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. To allow sub-suppliers to view the portal, the sub-supplier will need to be:
1. Added to your system
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Overview The Status (Combined) column is a quick way to get lots of information about a card's current status and location. This column displays the following information about each card: Status Location, if not out with/pending to a submit...
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Adding contacts to company profiles allows you to create a relationship between a contact and a company. In doing so, these contacts can be defined on projects involving the company ( Project Menu > Set Up > Project Main > Users and Key Contacts) ...
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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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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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The file naming format is used to generate the file names on any Outgoing Submittals. Navigate to the Project Menu > Set Up > Project Configuration . From the " Main " tab, expand the "File Naming Pattern" section. Single pattern forma...
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To update the auto-numbering format, navigate to the "Main" tab of the Project Configuration page (Project Menu > Set Up > Project Configuration). The Auto-Numbering Format allows you to automatically assign document numbers (and/or your ...