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DocBoss has created a report to easily track and view document controllers KPI's. In the report you will find information which you can filter by date, User, Project ID, Sales Order/Quote number, Project, incoming Assignments (from Customer, ...
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Last Updated: 09/16/2024
in Docs Admin Customization
If a user uploads an equipment list that includes placeholder values in the Tag field (NA, N/A, etc.), they can add these values under Admin > Other Lists > Ignored Values to hide the placeholder values from document tag lists.
As ...
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This article provides steps to set up "Lists". Using a list takes out any risk of typo's as it gives the user a list of pre-existing values to choose from, rather than typing in the values.
To create a new list navigate to the Lists screen.
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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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This section allows you to select your templates (to use for outgoing documents, Cover Pages, Transmittals, Transmittal Emails, etc). If your customer has a specific template that they have requested you will have to set it up and uploaded it prio...
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If you make a mistake assigning files into cards, you can undo it 2 ways
From the assign screen
1) Go to the Assigned tab, and
2) Click the Rollback Latest Assignment icon. Note that if the document has already undergone addition...
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Last Updated: 08/01/2024
in Release Notes Older Releases Equipment List
Create combination columns
There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project te...
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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: 11/13/2024
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To view the Sent email status of an outgoing submittal, navigate to the Outgoing Submittals screen and scroll down to the Submittals Grid. Here you will see a "Log" icon - see red arrow in image below. Clicking on the Log icon will open the Email ...