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Assign returned files to cards and add their return status.
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If you want to use the DocBoss generated version of the Compilation and/or the TOC for your submission, you must attach it to the applicable Doc Code in the Requirements grid.
Navigate to the Code List
Step 1 Set applicable Doc Co...
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Last Updated: 09/16/2024
in FAQSteps to reset your password.
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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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Mark all or part of a submittal as void (cancelled).
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Last Updated: 09/16/2024
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Last Updated: 11/08/2024
in Docs Admin Security
Single Sign-On (SSO) SSO is a method of user authentication via an external identity provider. It allows users to log in to multiple services using a single set of credentials (username and password). As a DocBoss user, if SSO is enabled in you...
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IF statements can be used to apply patterns based on if a card falls into a certain requirement. For example, If a card type is manual, display as X, if a card type is auto-generated, display as Y.
An example of when this would be used is ...
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To add and edit headers and footers to your documents, navigate to the Main Setup page of your project where available fields are shown in the Formats group > Document Header/Footer Settings.
Font - Default is set to size 8 but can b...
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When DocBoss regenerates a compilation (only in the case where it is lined to a code), the process includes updating the active file in the linked cards.
But - what if you have already received an approved compilation back from your custom...