-
To add and edit headers and footers to your documents, navigate to the Main Setup page of your project where available fields are shown in the Formats group > Document Header/Footer Settings.
Font - Default is set to size 8 but can...
-
In addition to sorting cards by TOC/Bookmark pattern (see article: Sort Cards in Compilation ), a compilation can be further organized by a value from the equipment list (e.g., Item/Model, Tag No., etc.) by using the sub-packages option....
-
If you do not want DocBoss to extract/unpack the zip folder and upload the zip file as-is, you can drag and drop the zip folder directly onto the card via the Card List. (Alternatively, you can upload the file through Outstanding Actions.)
Navi...
-
IF statements can be used to apply patterns based on if a card falls into a certain requirement. For example, If a card type is manual, display as X, if a card type is auto-generated, display as Y.
An example of when this would be used is ...
-
Last Updated: 04/25/2025
in Docs Projects Compilations Create
Though compilations are commonly generated at the order level, they can be generated per any equipment field (including custom fields!). To begin, navigate to Project Menu > Cards > Code List . For instructions on how to set a level, s...
-
Adding contacts to company profiles allows you to create a relationship between a contact and a company. In doing so, these contacts can be defined on projects involving the company ( Project Menu > Set Up > Project Main > Users and Key Contacts) ...
-
The customer portal provides a secure location for your customers to upload (and download) documents directly into your DocBoss projects. Customer web access is provided to contacts associated with the company. Before enabling customer web access...
-
The sub-supplier portal provides a secure location for your vendors to upload (and download) documents directly into your DocBoss projects. To allow sub-suppliers to view the portal, the sub-supplier will need to be:
1. Added to your system
...
-
The customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received documents. The following describes what your customer sees when they access the po...
-
Last Updated: 04/25/2025
in Docs Admin Security
Enable To enable Multi-Factor Authentication (MFA) your security enabled user should navigate to the security settings screen. Note that only the users with security settings will see this interface. Admin > Security Settings. Settings 1. ...