-
Last Updated: 08/01/2024
in Release Notes Older Releases Sub-Supplier Portal
Users may now invite sub-suppliers/vendors to upload documents directly to DocBoss (Project specific). These uploads are treated as incoming submittals from sub-suppliers.
Click here for more information
Submittal...
-
Last Updated: 08/01/2024
in Release Notes Older Releases Compilations
Optimize compilation generation
We have refactored the generation process for compilations. The largest improvements will be noticed for compilations where DocBoss is adding cover pages to all documents, but general speed improvemen...
-
Last Updated: 11/13/2024
-
Last Updated: 09/16/2024
in Docs Admin Customization
If a user uploads an equipment list that includes placeholder values in the Tag field (NA, N/A, etc.), they can add these values under Admin > Other Lists > Ignored Values to hide the placeholder values from document tag lists.
As ...
-
How is the default setting determined on a project?
On each project the default values for bulk process are undefined until a submittal is made.
On the first submittal to a target, the default value is assigned from the USER profile an...
-
Last Updated: 09/16/2024
in Docs Projects Project FAQ
Create a Job
Creating a "Job" allows you to group multiple projects together for reporting and searches. For example, if you have two projects for a customer and you want to report across both projects, enter a job number on Project 1 and enter...
-
Last Updated: 08/01/2024
in Release Notes Older Releases Manual Cards for Tagged Equipment
Add Manual cards (link to either major tags or tagged equipment)
Manual cards allow users to add (or upload) cards, while manually selecting the appropriate doc codes, and tags. This function has existed strictl...
-
Last Updated: 08/01/2024
in Release Notes Older Releases Major Feature - Approve Supplier Documents
In addition to tracking customer status for each card, you can now manage an internally focused approval process for supplier documents. You define a set of statuses, and when documents arrive from your s...
-
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 ...
-
DocBoss has created a report to easily track and view document controllers KPI's. In the report you will find information which you can filter by date, User, Project ID, Sales Order/Quote number, Project, incoming Assignments (from Customer, ...