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Overview of the key settings available for doc codes, and their impact on associated cards.
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Ensure Manual Cards are enabled on your project, see our article to learn how to enable this function: Enable Manual Cards
To bulk add manual cards, use the "Add/Edit Data via CSV" function. This option is available under the "More Act...
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Overview of what differentiates a doc code from a card, and how they are related.
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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.
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The Project Main screen is where many of the project options are configured. This article explains the various options available on this page. The first time a project is started, this screen defaults to the Quick Start form. Selecting Show A...
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Add customer approval status lists (or internal lists to track customer approval statuses).
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Step-by-step instructions for how to create and build the basic structure of a compilation.
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Overview Sometimes, users may need to make changes to the Equipment List after documents have been submitted. Some situations where this could happen are:
A project change order has been received
A new piece of equipment has been added
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Provide these instructions to your IT department to allow use of your company's email addresses as a sender in DocBoss.