Popular Articles

  1. Add Company Doc Code Lists

    Add doc code lists to companies for use on projects.
  2. Initiate a Project

    A project is the container object in DocBoss. It defines the information required to manage your documentation. It typically reflects the purchase order detail from your customer. 1. Create new project From Project List (option 1) Click the ...
  3. Using IF statement for Compilation TOC and Bookmark patterns

    Instructions for setting a TOC and/or bookmark pattern using different conditions. Useful when different types of cards require different naming conventions.
  4. Void / Supersede

    Void There are 2 types of VOID in DocBoss. Not Required Un-mark the checkbox under the "Required" column. You can mark a document as “Not required” at any time. If it was locked, its state will show V (Void) ...
  5. Overview of Table of Contents Options

    Information pertaining to the different options available to organize the TOC and contents of the compilation.
  6. Template-Specific Date Formatting

    Default date format For any template variables including dates, the formatting of the date will default to the date format chosen for the project. This can be changed under Project Menu > Main > Settings > Date format . To change...
  7. Configure Expedite Reports

    Customize expediting reports and select expediting recipients.
  8. Select Cover Page/Stamp Setting per Doc Code

    Instructions for setting the cover page/stamp preference per doc code, and the associated impact(s). Instructions for setting an alternative cover page and/or stamp template are also provided.
  9. Assigning files to document cards

    Assign uploaded files to the applicable cards.
  10. Multi-Project Card Report

    Query and export card data across multiple projects.