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Project configuration templates enable you to pre-define and reuse settings for projects, making project setup quick and easy. Create a new template To create a new project configuration template, navigate to System Menu > Admin > Project Confi...
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This article provides steps to set up "Lists". Using a list takes out any risk of typo's as it gives the user a list of pre-existing values to choose from, rather than typing in the values. To create a new list, navigate to System Menu > Admin >...
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Custom fields can be added to the "Main" section of a project. Here's how to create and manage them.
Create
To create a custom project (main) field, navigate to System Menu > Customization > Project (Main) Fields .
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Create combination columns There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project template, you sele...
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You can add custom fields to your cards. Here's how to create and manage them.
Create
The initial set up of custom doc code / card fields must be done by an Admin User. Once created, they can be enabled or disabled on any project.
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