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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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Last Updated: 09/16/2024
in Docs Getting StartedSort, filter, and change view options in grids.
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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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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)
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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...
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Last Updated: 09/16/2024
in Docs Admin User Management
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...
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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...
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Prompt DocBoss to generate and send expedite reports.
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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...
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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...