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Overview The Status (Combined) column is a quick way to get lots of information about a card's current status and location. This column displays the following information about each card: Status Location, if not out with/pending to a submit...
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Last Updated: 09/16/2024
in Docs Getting StartedEnable/disable the icons in DocBoss that open links to relevant support articles.
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Assign returned files to cards and add their return status.
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Information pertaining to the different options available to organize the TOC and contents of the compilation.
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There are many configurations on the Code List (Requirements) grid that will affect the setup and management of cards on your project. Below is a general description of the columns available in this grid.
Doc Code
This is the DocCode t...
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Auto-Generated cards are created by selecting a Level for each Doc Code on the Code List (Requirements) grid. It allows users to leverage project data to automate the master document list (or index). When the Equipment List (supply component) o...
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Last Updated: 09/16/2024
in Videos
The following list contains the videos created to support our helpdesk articles with detailed examples and instructions that will help our users complete their project set up and document control.
You can access to DocBoss channel on Vimeo by ...
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The Document Codes are types of documents that clients use as standard in all their projects. They do not represent "each" document.
Some of the most common Document Codes are:
From above example you can use "LST" document code for the Ve...
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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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Topics
Overview
Add affiliate companies
Assign project to affiliate
Affiliate user access
Assign licenses per affiliate
Update user access
Customization per affiliate
Project Templates
A...