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Add sub-suppliers, customers, and end users.
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Often times a customer may place an order which is very similar to an order from the past. In these circumstances, the ability to copy a project will come in very useful. To Get Here: Open the project you wish to copy, navigate to the setup m...
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Last Updated: 09/16/2024
in FAQ Steps to reset your password.
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Last Updated: 09/16/2024
in Docs Admin User Management
How to get here:
These options are only available from the Manage Users screen.
To Add : Above the grid, click Add User.
To Edit : Click the edit icon (tools column) for the specific user.
To Disable : Click the disabl...
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Prompt DocBoss to generate and send expedite reports.
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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...
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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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Overview Sometimes, users may need to make changes to the Equipment List after documents have been submitted. Some situations where this could happen are:
A project change order has been received
A new piece of equipment has been added
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Doc Code Cover Page/Stamps Options and Templates Users can define the metadata method for each doc code: Cover Page/Stamps Option: Cover page only (no stamp)
Stamp, else cover page: System will prompt the user to place a stamp. If t...
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AS : After shipment (based on ship date on equipment list/major tag) BS : Before shipment (based on ship date on equipment list/major tag) AO : After order (based on order date on setup>main) ARAD : After receipt of approved Drawin...