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When users build card lists with levels, such as one card per tag for example, but later realize that one card covers multiple tags, there is no longer a need for the additional cards. Rather than leave the original cards as pending, DocBoss...
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This article explains how to add or edit routing scenarios. For an overview of routing scenario functions, see this article first. Topics
Add routing scenarios
Edit routing scenarios
Add/edit routing scenarios for all new project...
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Overview of the available options for organizing and structuring a compilation.
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Once the new company Profile is set up, you will want to add an address. When you add a new project it is mandatory to select an address.
From Companies List, click the specific Company Name (you are adding the address to)
Use Drop down to ...
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Information pertaining to the different options available to organize the TOC and contents of the compilation.
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The revision settings for a project are set under the "Main" tab of the Project Configuration page (Project Menu > Set Up > Project Configuration). By default, DocBoss allows you to manage one revision number (primary doc rev), however...
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Users and lists can be managed from the "Project Profile" section of Project Main ( Project Menu > Set Up > Project Configuration ). The "Doc Code and Status" Lists" area is where lists can be managed, and the "Users and Key Contacts" area allows ...
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Best Practices
Adding Companies
Use an external reference ID for new companies from a shared business system. This avoids duplicates being added with alternate spellings. DocBoss will warn you if the name it is exactly the same but if the...
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Instructions for setting a TOC and/or bookmark pattern using different conditions. Useful when different types of cards require different naming conventions.
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Query and export card data across multiple projects.