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Last Updated: 09/20/2024
in Docs Admin Security
The Security Settings screen is only available to users who have the Security Permission . To get here: The Security Settings screen is where you can adjust user authorization (1), API authorization (2), and instance eSignature Settin...
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Last Updated: 04/17/2025
in Docs Projects Workflow Stages
The stage library is a list of pre-defined stages that can be added to stage lists. Note: Stages added to this library can only be added via the stage list editor on individual cards and cannot be added to general stage lists.
To acc...
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If statements can be used for header/footer patterns to draw different values for different conditions (e.g., drawings require a different heading than all other documents). In these situations, creating a custom doc code/card field can provide ad...
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If employee names need to be displayed in a custom grid with specialized terms like Prepared by , Checked by , Approved by , they can be shown using the user roles from the Main setting screen. But if the review process is outside of DocBoss, u...
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Last Updated: 09/16/2024
in FAQ General FAQ
We've had customers ask if their customers might use the review functions - avoiding submittals entirely. Here are our thoughts:
The routing doesn't have the same level of historical reporting.
With submittals, the date out, date return...
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Last Updated: 04/17/2025
in Docs Projects Workflow Stages
To provide an overview of the stage list workflow, a common scenario is outlined below. A common scenario is as follows:
1. A document is issued for customer approval (IFA) - Document return expected 2. Once approved by the custome...
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Users can update previously submitted documents submittal dates. Updating it on the outgoing submittal will then update the date in the card history and all templates (SDI and in document cover pages added during submittal and also in compilation ...
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To view the Sent email status of an outgoing submittal, navigate to the Outgoing Submittals screen and scroll down to the Submittals Grid. Here you will see a "Log" icon - see red arrow in image below. Clicking on the Log icon will open the Email ...
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Last Updated: 04/17/2025
in Docs Projects Workflow Stages
Before using stages, a stage list will need to be created. Stage lists can be added/modified at the Admin level, as well as on individual projects. Create list (from Admin) To create a stage list that can be used on any project, navigate to ...
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Last Updated: 04/17/2025
in Docs Projects Workflow Stages
If your customer updates their requirements mid-way through an active project, is is possible to update stage lists to align with the updated requirements. Changing Stage Lists If a stage list is being actively used on the project, it can no lon...