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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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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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Last Updated: 09/16/2024
in Docs Projects Project FAQ
Create a Job
Creating a "Job" allows you to group multiple projects together for reporting and searches. For example, if you have two projects for a customer and you want to report across both projects, enter a job number on Project 1 and enter...
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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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Mark a project as confidential in order to allocate permissions to the project individually.
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Last Updated: 09/16/2024
in FAQ General FAQ
If you have a customer who has issued multiple orders of equipment under one purchase order number, DocBoss can use custom equipment fields to identify multiple packages on one single equipment list. This will allow you to create one final compila...
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How is the default setting determined on a project?
On each project the default values for bulk process are undefined until a submittal is made.
On the first submittal to a target, the default value is assigned from the USER profile an...
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There is a distinction in DocBoss between Comments and Markups .
Comments are not embedded in the document. They are a generic area to add descriptive text about the file. If specific reference to the document is required, markups are a bett...
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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...