Popular Articles

  1. Release - April 2019

    Project Hub Whew! Carrying on with the tiles available on the project dashboard, the project hub is a new landing page designed to provide actionable data for your document controllers. What documents are overdue, and who is behind on the requir...
  2. Enable Manual Cards

    How to Enable Manual Cards To add manual cards to a project, you must first ensure the manual card module has been enabled in your project. To find this option, navigate to Project menu > Set Up > Project Fields Template. From here, ...
  3. Move history and active file to a different Card

    There may be some situations when a Card needs to be dismissed but the history and file still needs to be used in a different card. e.g. A Merged Set which contain cards related to Tag1, Tag2, Tag3 was sent and reviewed by the customer. ...
  4. Configure Lenses on the Dashboard

    Customize dashboard tiles with additional filter options.
  5. Project Metrics

    Looking for Internal Reporting? Check out the Metrics Report Settings >Reports > Project Metrics Set the Parameters Select the desired filters for Projects and Output settings (1), then Generate report (2). Output sett...
  6. Acceptable Native File Types

    To eliminate malicious file uploads, DocBoss maintains a list of uploadable file types. If your file is not on this list, you will receive an error on upload. If the file is valid, please contact support. Once we manually validate the file type...
  7. Set Custom Revision Numbers (Per Stage)

    Custom revision values can be set for each stage on any given stage list to suit your company's process and/or your customer's requirements. This custom value will define the first  revision number, with subsequent revision numbers being set manu...
  8. Signing files with eSignature (User action)

    Step 4 of the eSignature process.
  9. Project Metrics - Description of each metric

    In / Out Metrics Submittals received: The number of incoming folders created for the selected sources for the selected period of time. We use the date of the folder Files assigned (from submittals): The number of files ass...
  10. Comment sheets inside uploaded PDF files

    When you bring in a file from the customer and they return it with a comment page in the file, you can identify the comment page in the assignment screen. Once identified, DocBoss allows the user to determine the sequence of comment and markup she...