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You can add custom fields to your cards. Here's how to create and manage them. How to create a Card Field The initial set up of the custom Doc Code / Card Field must be done by an Admin User. Once created, they can be enabled or disabled on an...
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To update the auto-numbering format, navigate to the "Main" tab of the Project Configuration page (Project Menu > Set Up > Project Configuration). The Auto-Numbering Format allows you to automatically assign document numbers (and/or your ...
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The walkthrough shown below uses the Card List to illustrate filtering options. Filtering on the Multi-Project Card Report screen uses the same layout. There are different areas of the screen for different types of filters. The sections are c...
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Topics
Overview
Add affiliate companies
Assign project to affiliate
Affiliate user access
Assign licenses per affiliate
Update user access
Customization per affiliate
Project Templates
Aff...
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Add internal doc codes to use when customer lists are not provided or for mapping (cross-referencing) internal codes to customer codes.
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Steps for creating a template.
Must be in excel format
Any cells where the output data is to be defined by DocBoss , must have applicable variable entered
You must set your print area (remember to include the last column)
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Documents that are available for submission (based on workflow) will automatically move to a queue located on the outgoing submittals screen.
To see your outgoing submittals, navigate to Project Menu > Cards In/Out > Outgoing Submittals.
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The customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received documents. The following describes what your customer sees when they access the po...
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Last Updated: 09/16/2024
in Articles Getting StartedEnable/disable the icons in DocBoss that open links to relevant support articles.
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Instructions to link a compilation (or compilation table of contents) to a doc code. Instructions to unlink are also provided.