Popular Articles

  1. Create a New Email Template

    Last Updated: 09/16/2024 in Docs Templates Email Templates
    To Get Here: Settings>Template Mgmt: Output Templates > Scroll down to Email Templates Template Type/Target DocBoss email templates are specific to a given target. Please select the target for your email. Variables Ge...

  2. Bulk Processing for Incoming Documents

    Last Updated: 11/14/2024 in Docs Projects Workflow Incoming Documents Bulk Process
    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...

  3. Apply Routing Scenario

    Last Updated: 09/16/2024 in Docs Projects Workflow Routing and Actions Routing Scenario
    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...

  4. Assigning files to document cards

    Last Updated: 09/16/2024 in Docs Projects Workflow Incoming Documents
    Assign uploaded files to the applicable cards.

  5. Card to Unit Changes Causes

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Cards Card to Unit Changes
    DocBoss shows cards on the Card to Unit Changes screen when a user changes or adds a new equipment value for those cards, AND the cards: have a file (active, or in their history), and have a doc code with any doc code type except "SDI Report"...

  6. Create API access credentials (per application)

    Last Updated: 09/26/2024 in Docs Admin Application Programming Interface (API)
    Navigate to the security settings screen via the Settings menu. Your user account must have the security permission to access the security settings. If you do not see this option, contact your administrator. The API Authorization ...

  7. Customer Portal (Customer View)

    Last Updated: 02/14/2025 in Docs Companies and Contacts Vendor/Customer Portal
    The customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received documents. The following describes what your customer sees when they access the ...

  8. How to set a Level

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Code List (Requirements)
    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...

  9. Testing Cover Pages

    Last Updated: 09/16/2024 in Docs Templates PDF/CSV/XLS Templates Upload and Test
    You can test the cover page for any card. First navigate to the card history screen. You can do this by clicking the history icon in the tools column of the card list for any specific card. Its nice to open a few cards with different tag lists ...

  10. Working with Grids

    Last Updated: 09/16/2024 in Docs Getting Started
    Sort, filter, and change view options in grids.
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