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The single-project equivalent of the Project Dashboard.
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This article explains the steps to applying stamps. Please keep in mind, for the stamps to show on the documents (not just a preview), they must be sent via outgoing submittals. It is during this process DocBoss adds the stamp you apply to the doc...
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Once the new company Profile is set up, you will want to add an address. When you add a new project it is mandatory to select an address.
From Companies List, click the specific Company Name (you are adding the address to)
Use Drop down to ...
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Workflow Option: Routing Documents via Actions
When routed internally, the documents are moved to user specific work areas called “Outstanding Actions”. Inside that area, users will make comments on the documents, while having the option to upl...
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There are five different templates used in compilations. Users can upload / update templates in the template management area of the instance menu.
Available templates include the following:
Compilation Cover Page
The compilati...
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The last grid on the Outgoing Submittals page contains completed submittals.
Project Menu > Cards In/Out > Outgoing Submittals > Scroll to bottom of screen.
1) Submittal Details
Click on the tra...
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Default Equipment Number is the parameter that sets the value that will be displayed in the whenever the Equipment Unit variable is used.
Default is always set to Tag but this can be changed for the whole order in the Project Fields Template >...
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Custom Levels
We use custom levels to subdivide and classify your units when there are alternate requirements past the default levels we automatically provide.
Assume the requirement for packing slips. If you have many items, they may ship...
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Last Updated: 09/03/2024
in Release Notes Current ReleasesTemporary cards, enhanced revision tracking, bulk match test options, and more.
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Last Updated: 09/16/2024
in FAQ Resources
Use the list below to track which DocBoss features you want to learn more about, and click on the links to be redirected to the relevant articles. If you request advanced training from us, we can customize our course offerings based on your chosen...