-
Instructions to create and use a compilation/package preset. Directions for updating a pre-existing preset and switching to a different present are also provided.
-
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 >...
-
Last Updated: 10/02/2025
in FAQ General FAQ
It is likely a permission issue if affiliates are enabled on your project.
If a user has been added to DocBoss but is not available to select in a project's Default Users/Lists settings (under the " Main " tab of the Project Configuration ...
-
Last Updated: 10/02/2025
in FAQ General FAQ
If you have a customer who has issued multiple orders of equipment under one purchase order number, DocBoss can use custom equipment fields to identify multiple packages on one single equipment list. This will allow you to create one final compila...
-
Last Updated: 10/02/2025
in FAQ General FAQ
If you are getting date format errors when uploading CSV or Excel files into DocBoss, it is likely caused by Excel's regional settings. Opening a CSV in excel automatically converts any dates using excels expected format. If customers have a requi...
-
Last Updated: 10/02/2025
in FAQ Resources
Periodically, we have customers looking for marketing material to include with bid packages. They are looking for something to help them stand apart on competitive bids.
We have created a document which helps you promote your investment in DocB...
-
Last Updated: 10/02/2025
in Articles Admin Customization
To reduce manual work, a default compilation layout can be set up and used on any/all projects. To set the default layout for compilations, navigate to System Menu > Admin > Compil. & Pkg Presets . To add a new compilation or package pre...
-
Choose the email address DocBoss displays as the sender when making submittals.
-
Last Updated: 10/02/2025
in Articles 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...
-
Last Updated: 10/02/2025
in Articles Admin User Management
For customers with affiliates enabled, user access to projects and libraries can be configured per affiliate.
Only admin users have permission to add or edit users.
New users
When adding a new user to the system , if affiliate co...