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Setting up levels is one of the most important functions in DocBoss. Please review this article to learn more about how they can help you to build the Card List and link units to cards.
As you are aware, DocBoss has a set of DEFAULT leve...
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Instructions for setting up and using a provided .xlsx TOC template.
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Customize dashboard tiles with additional filter options.
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If the file numbers are same as the tag numbers they could be easily matched in bulk process by DocBoss with the auto-created card number which automatically contains the tag number.
But what if you have to include the same tags for two do...
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Last Updated: 06/24/2025
in Docs Projects Compilations SendSteps to change the default setting preventing compilation submittal prior to completion.
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Walk-through of a common internal approval workflow. In the example, the document is received, reviewed internally, and returned to the source. Once approved, the document is returned to the target.
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Last Updated: 05/08/2025
in Docs Getting Started
The sections below walk through the DocBoss features in the order they are found in the menus. There are three menus you'll be working out of:
Logo menu (from the DocBoss logo on the top left of all screens)
Project menu (on the top le...
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Users can now make edits to any of the fields in a historical entry. All changes are recorded, and the change log is visible by clicking the log icon beside any edited history entry.
Identify manual history entries
When m...
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Last Updated: 08/01/2024
in Release Notes Older Releases eSignatures
DocBoss now allows eSignatures to be applied to outgoing documents in 2 forms:
System applied (Hidden)
This signature is applied to the document without a visible signature block. The intent is to register the current state of th...
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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...