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Learn how suppliers access DocBoss portal to upload documents, review submittals, and track project status with this comprehensive guide.
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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...
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A visual summary of and navigation to projects.
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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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Headers and footers can be added to documents to provide information consistently on every page. In addition to automatically generated page numbering, this feature can be used to display document-specific information (e.g., card name, doc no., eq...
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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...
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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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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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You can add custom fields to your cards. Here's how to create and manage them.
How to create a Card Field
The initial set up of the custom Doc Code / Card Field must be done by an Admin User. Once created, they can be enabled or disabled o...