Updated Articles

  1. Select Transmittal Templates on Project

    Last Updated: 10/23/2024 in Docs Templates PDF/CSV/XLS Templates Use
    Navigate to the Main page of your project. In the Output Settings section under Submittals, you will have a drop down that will allow you to select any Transmittal Templates that are available for your use. Find the one you want and select it - ...

  2. Turn Around Days

    Last Updated: 10/23/2024 in Docs Projects Set Up and Manage Due Dates
    Turn Around Days Turn Around Days are used to determine the default count of working days for due dates. The settings for these can be adjusted on projects under  Set Up > Main > Turn Around Days . Here you can enter the default amount ...

  3. Document Revision Settings

    Last Updated: 10/23/2024 in Docs Projects Set Up and Manage Numbering Formats and Output 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...

  4. Project Main

    Last Updated: 10/23/2024 in Docs Projects Set Up and Manage Create Project
    The Project Main screen is where many of the project options are configured. This article explains the various options available on this page. The first time a project is started, this screen defaults to the Quick Start  form.  Selecting  Show A...

  5. Project Profile Definitions

    Last Updated: 10/18/2024 in Docs Projects Set Up and Manage Create Project
    The  Project Profile is a section of the Project Set Up > Main screen. This section is for your customer (the company to whom you are submitting the documentation), all applicable transaction numbers, the End User (if applicable) and the order ...

  6. Copy a Project

    Last Updated: 10/17/2024 in Docs Projects Set Up and Manage Create 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...

  7. Create API access credentials (per application)

    Last Updated: 09/26/2024 in Docs Admin Application Programming Interface (API)
    Navigate to the security settings screen via the Settings menu. Your user account must have the security permission to access the security settings. If you do not see this option, contact your administrator. The API Authorization ...

  8. Release Notes - September 2024

    Last Updated: 09/24/2024 in Release Notes Current Releases
    Here's a list of updates found in our September 2024 release! Updated Support Site We've remodeled our support site (where you're reading this article). All the same articles are here, but we've improved navigation and function of the site for...

  9. Marking cards as required / not required

    Last Updated: 09/23/2024 in Docs Projects Set Up and Manage Cards Edit Cards
    When DocBoss auto-generates cards (based on your selected LEVEL), it creates ALL possible cards. In some cases, not all cards are applicable for the doc code in question. Assume a customer has requested pressure tests from a seller of instr...

  10. Enable Support Access

    Last Updated: 09/20/2024 in Docs Admin
    Allow DocBoss Support to access your instance for troubleshooting and help with questions.
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