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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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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 on an...
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Overview of the internal approval feature, including a common workflow example.
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Instructions for setting up a package code, and the associated impact on the card list. Guidance around uploading documents and submitting the package are also provided.
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Last Updated: 09/16/2024
in Articles Getting StartedEnable/disable the icons in DocBoss that open links to relevant support articles.
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Sometimes users may receive a "File is empty" error message when trying to upload a file to DocBoss.
Common issues and resolutions are listed below:
The file does not contain any information (size is 0 kb)
Ensure that the correct file is ...
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Add internal doc codes to use when customer lists are not provided or for mapping (cross-referencing) internal codes to customer codes.
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Overview of what differentiates a doc code from a card, and how they are related.
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Overview of the key settings available for doc codes, and their impact on associated cards.
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Add customer approval status lists (or internal lists to track customer approval statuses).