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Last Updated: 09/20/2024
in Docs Admin User Management Grant an admin user permission to access and edit system security settings.
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Last Updated: 09/20/2024
in Docs Admin Security
The Security Settings screen is only available to users who have the Security Permission . To get here: The Security Settings screen is where you can adjust user authorization (1), API authorization (2), and instance eSignature Settin...
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Last Updated: 09/19/2024
in Docs Admin User Management Bulk add or edit users via Excel.
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Last Updated: 09/18/2024
in Docs Projects Project FAQ
Default Grid Row Colors
There are two default grid colors that will appear in the Card List in the following situations:
Red - If expected return of card is after due date.
The system compares the Due date and Expected Date columns a...
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Last Updated: 09/17/2024
in Docs Projects Summary of steps to set up a new project.
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Add sub-suppliers, customers, and end users.
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Last Updated: 09/16/2024
in FAQ Steps to reset your password.
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Prompt DocBoss to generate and send expedite reports.
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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...