Popular Articles

  1. Learning Mode

    Enable/disable the icons in DocBoss that open links to relevant support articles.
  2. Working with Grids

    Sort, filter, and change view options in grids.
  3. Create a Compilation

    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. ...
  4. Outstanding Actions

    The outstanding actions grid is used to display a list of all the current assigned actions: Actions can be checked in the Action Dashboard screen where all actions across all Projects are included (DocBoss logo > Action Dashboard) ...
  5. Document Revision Settings

    The document revision settings for a project are set under  Set Up > Main > Document Revision Settings . By default, DocBoss allows you to manage one revision number (primary doc rev), however you have the ability to manage two by enabling the...
  6. Manage Users

    Admin users can manage their instance's user list from the Manage Users screen. From the Instance Menu , select Manage Users to navigate here. Manage Users From the Manage Users screen, admin users can: Man...
  7. Copy a Project

    Often,  a customer may place an order which is very similar to an order from the past. In these circumstances, you may find it saves time to copy an existing project to jumpstart the setup process. Open the project you wish to copy. From the  P...
  8. Run the Expedite Process and Send Emails

    Prompt DocBoss to generate and send expedite reports.
  9. Add Doc Codes to a Project

    Overview In DocBoss, the Code List (Requirements) screen shows the list of document types that will be managed on the project. This list is often provided by the customer. If the customer does not have their own doc codes, users can add co...
  10. Configure Code List (Requirements)

    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...