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Instructions for adding doc codes to a project, both by importing from the company profile, and adding manually via CSV.
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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 ).
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Date formatting can be set in Docboss in three places: Under Admin, for the whole system (System Menu > Admin > General) On Project Config. Templates (System Menu > Admin > Customization > Project Config. Templates) On individual projects...
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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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When creating a new Project, the initial submission dates (original scheduled dates) are set by default to 10 days after order date (global setting modifiable from System Menu > Admin > General). This can be changed from the Code List usin...
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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.
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Assign uploaded files to the applicable cards.
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Creating a temporary card allows users to track two workflows, and combine them back together after the temporary workflow is completed. For example, if a drawing is returned from the customer with status “Approved with Comments, Resubmit”, the use...
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The Create Project call can be used to automatically trigger project creation in DocBoss when an order is added to an external system. When a doc control user creates a new project in DocBoss, they typically have information from the Vendor Docum...
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Instructions for setting a TOC and/or bookmark pattern using different conditions. Useful when different types of cards require different naming conventions.