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Last Updated: 09/16/2024
in Docs Projects Project FAQ
Save file as CSV (Comma delimited)
To get proper format of CSV file for further uploading to Docboss - please save your file using Save As ->CSV (Comma delimited) option.
Multiple values cell
If CSV file contains cells where multiple...
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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...
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Last Updated: 09/16/2024
in Docs Library
The steps below explain how to export and import an existing collection of documents in an instance's library.
For instructions on adding new files to the library, see here .
Export library documents and metadata
From the system men...
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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...
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Last Updated: 09/16/2024
in FAQ General FAQ
The digital twin (or design one, build many) concept has been used in various large projects. Often you will be asked to resubmit documents which have already been used on previous projects, and reference the previous document numbers etc.
In t...
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Create dashboard tiles with stats from groupings of projects.
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Turn Around Days
Turn Around Days are used to determine the default count of working days for due dates. The settings for these can be adjusted on projects under Set Up > Main > Turn Around Days .
Here you can enter the default amount ...
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Last Updated: 09/18/2024
in Docs Projects Project FAQ
Default Grid Row Colors
There are two default grid colors that will appear in the Card List in the following situations:
Red - If expected return of card is after due date.
The system compares the Due date and Expected Date columns a...
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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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To eliminate malicious file uploads, DocBoss maintains a list of uploadable file types.
If your file is not on this list, you will receive an error on upload. If the file is valid, please contact support. Once we manually validate the file type...