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Add customer approval status lists (or internal lists to track customer approval statuses).
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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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Instructions to link a compilation (or compilation table of contents) to a doc code. Instructions to unlink are also provided.
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Overview of the key settings available for doc codes, and their impact on associated cards.
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Why Major Tags DocBoss maintains 2 levels of equipment - Major Tags, and Tagged Equipment. The decision to use major tag can be determined by the tagging hierarchy you are managing. If you have 2 levels of tagging (or more), you should be usi...
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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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Documents that are available for submission (based on workflow) will automatically move to a queue located on the outgoing submittals screen. The grid in which they appear depends on the workflow target (b y default, it is the customer ).
To...
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Definitions - Due Dates are the dates when the documents are scheduled to be submitted to customer (if card is with customer and there is a date in this field, it is intended for the next submittal). - Expected dates are the dates when the docu...
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Add doc code lists to companies for use on projects.
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Last Updated: 09/16/2024
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