-
Customize expediting reports and select expediting recipients.
-
After creating routing scenarios , users can apply them to doc codes or cards.
Apply routing scenarios to doc codes (individual)
If a routing scenario is available to use on a project already, select it from the Routing Scenario drop...
-
Mark all or part of a submittal as void (cancelled).
-
Last Updated: 09/16/2024
in FAQSteps to reset your password.
-
Assign uploaded files to the applicable cards.
-
Sometimes users may receive a "File is empty" error message when trying to upload a file to DocBoss.
Common issues and resolutions are listed below:
The file does not contain any information (size is 0 kb)
Ensure that the correct file is ...
-
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...
-
Last Updated: 09/19/2024
in Docs Admin User ManagementBulk add or edit users via Excel.
-
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...
-
Last Updated: 09/16/2024
in Docs Admin User Management
How to get here:
These options are only available from the Manage Users screen.
To Add : Above the grid, click Add User.
To Edit : Click the edit icon (tools column) for the specific user.
To Disable : Click the disabl...