-
To add and edit headers and footers to your documents, navigate to the Main Setup page of your project where available fields are shown in the Formats group > Document Header/Footer Settings.
Font - Default is set to size 8 but can...
-
IF statements can be used to apply patterns based on if a card falls into a certain requirement. For example, If a card type is manual, display as X, if a card type is auto-generated, display as Y.
An example of when this would be used is ...
-
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...
-
Before starting, note that templates:
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)
...
-
After creating routing scenarios , users can apply them to doc codes or cards.
Apply routing scenarios to doc codes (individual)
If a routing scenario is available to use on a project already, select it from the Routing Scenario drop...
-
Your browser does not support HTML5 video. The Auto-Reclaim feature allows users to complete the status of a document without uploading a new file. This is useful in situations where the customer approves a transmittal verbally or by email, b...
-
Last Updated: 09/16/2024
in Docs Library
Library documents are typically published documents or documents that can be reused from project to project. DocBoss uses the library for uploading, storing and reviewing these documents.
Examples include – Instruction Manuals, Brochures, MT...
-
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...
-
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...
-
This article explains how to add or edit routing scenarios. For an overview of routing scenario functions, see this article first.
Topics
Add routing scenarios
Edit routing scenarios
Add/edit routing scenarios for all new pro...