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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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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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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 ...
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Step-by-step instructions for how to create and build the basic structure of a compilation.
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Assign uploaded files to the applicable cards.
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Once an action has been applied to a card, it remains in the "Outstanding Actions" grid until all actions have been completed. To view all outstanding actions for an individual project, navigate to Project Menu > Outstanding Actions . To view...
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As projects progress, often there are changes which happen to required equipment. DocBoss supports those and helps you manage the changes to your document cards.
Why does DocBoss monitor changes to equipment?
All Auto-Generated cards are dir...
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Your browser does not support HTML5 video. The Auto-Reclaim feature allows users to complete the status of a document without uploading a new file. This is useful in situations where the customer approves a transmittal verbally or by email, b...
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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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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...