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Customize expediting reports and select expediting recipients.
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Last Updated: 09/16/2024
in Docs Admin Email Send AddressChoose the email address DocBoss displays as the sender when making submittals.
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Last Updated: 09/16/2024
in Docs Projects SDI Reports
An SDI Report is a listing that details the full scope of documentation for a specific project. It could also be referred to as a Document Register, or Document Index. Some customers have this as part of their documentation requirements. They m...
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To add and edit headers and footers to your documents, navigate to the Main Setup page of your project where available fields are shown in the Formats group > Document Header/Footer Settings.
Font - Default is set to size 8 but can b...
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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...
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Create a new incoming submittal and add documents to it.
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Last Updated: 09/16/2024
in Docs Getting StartedSort, filter, and change view options in grids.
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When receiving submittals with many files, users may want to use bulk processing to bring incoming documents into DocBoss. Instead of users individually dragging files into each card, DocBoss will attempt to automatically match each file to the ap...
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Compilations are a collection of documents combined into a single PDF output. Generally referred to as databooks, manufacturing record books, dossiers etc.. They generally require bookmarks, hyperlinks, tables of contents, sections and more.
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Add internal doc codes to use when customer lists are not provided or for mapping (cross-referencing) internal codes to customer codes.