Popular Articles

  1. Bulk Complete Actions (Routings)

    Last Updated: 09/16/2024 in Docs Projects Workflow Routing and Actions Assign and Complete Actions
    When working with a large number of assigned actions, users may prefer to complete actions in bulk. This also has other applications such as completing actions on behalf of another user. This option must first be enabled under the user's pro...

  2. Getting Started with DocBoss (for Program Administrators)

    Last Updated: 09/16/2024 in Docs Admin
    Suggestions for transitioning your team to work in DocBoss.

  3. Default Prices

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Prices and Estimates
    When working with Prices & Estimates , Admin users can set default prices and add new pricing segments under Admin settings. Admin and Full users can also set default prices for specific customers under the companies' profiles. Global...

  4. Using IF statements

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Numbering Formats and Output Settings
    This article explains how to apply conditions to document auto-numbering, outgoing file name, and compilation pattern formats. Using IF statements for Document Auto-Numbering Format If you have document numbers that differ depending on wheth...

  5. Send a Separate Submittal per File (Batching)

    Last Updated: 09/16/2024 in Docs Projects Workflow Outgoing Submittals Advanced
    Separate submittal per file (batching) Some customers have an automated document processing solution in place. As a result, they require every file to be issued on a separate submittal. This can create an enormous amount of work for the supp...

  6. Multi Factor Authentication (MFA) for Submittal Recipients

    Last Updated: 09/16/2024 in Docs Admin Security
    Enable for System To enable Multi-Factor Authentication (MFA) your security enabled user should navigate to the security settings screen. Note that only the users with security settings will see this interface. Admin > Security Settings. ...

  7. Regenerate SDI Reports

    Last Updated: 09/16/2024 in Docs Projects SDI Reports
    Once the card is linked to the applicable SDI Report ( discussed in this article ) a Re-generate icon will appear in the Tools column of the Card List. This icon will only appear when it's applicable. If the card is in an Outbound Workflo...

  8. Change CSV Delimiter (correct CSV data not showing as separate columns)

    Last Updated: 09/16/2024 in Docs Admin User Management
    Correct CSV data not showing as separate columns.

  9. Packages Layout

    Last Updated: 09/16/2024 in Docs Admin Customization
    In DocBoss now it is possible to set a default “Packages Layout” that can be used in all projects. To set the default layout for packages navigate to Settings > Customization > Package Layout Quick General Settings Compilation ...

  10. Project Hub

    Last Updated: 09/16/2024 in Docs Multi-Project Screens Project Dashboard
    The single-project equivalent of the Project Dashboard.
Copyright © 2024 DocBoss. All rights reserved.