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The default sorting of the Cards in a Compilation is set by the value selected on TOC/Bookmark pattern for cards field.
If the selected pattern is "Reference", the Cards inside the Compilation will be sorted by the Card Referenc...
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Inherit data from Major Tag columns to Tagged Equipment units
When a user enables an equipment field for a major tag, data from that field will be available from the tagged and sub-unit grids (Steel).
For example:
Add a "Product Group" e...
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To complete a project in DocBoss, navigate to the Main page in your project and click "Complete Project".
If all cards are in a status complete - Great! The project will be Completed.
If you have any cards not in a complete status (ie: ...
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Last Updated: 09/16/2024
in Docs Projects Project FAQ
If you have resubmitted a document and your customer decides they don't need it and asks you to just use the last approved document instead, how do you handle this in DocBoss?
The first step is to void the outgoing submittal.
Next, na...
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Last Updated: 08/01/2024
in Release Notes Older Releases User options
Allow admin to define which users can access extended support
Admin users are now able to choose which users have access to DocBoss Extended Support through the Manage Users screen.
Define user responsible for contract
On ...
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Last Updated: 08/01/2024
in Release Notes Older Releases Customer Portal
The customer portal has been changed to allow customers to upload documents directly to projects. It now shares a common format and functionality with the Vendor Portal.
For more details on Customer Portal, see our article h...
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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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Last Updated: 08/01/2024
in Release Notes Older Releases In this August release, we have many great features to make your day more effective.
Update to nav
We updated our mega-menu, focusing on the most frequently used project areas. You can go anywhere in your project faster.
Merge index an...
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Last Updated: 09/03/2024
in Release Notes Older Releases
In the October 2023 release of DocBoss, we're introducing a range of options to further customize your outputs and save you time. These updates focus on streamlining your workflow and include improvements such as bulk user management, expanded fil...
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Last Updated: 09/16/2024
in FAQ General FAQ
There are various types of dashes and hyphens used in text. While these can look very similar, they are actually different characters.
For users using a keyword search in DocBoss, if they are not using the same character used in the data entere...