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Every time a new workflow stage begins, a card is set to NULL status (exceptions exist, but are not typical).
Users may want to assign the card to a specific user, responsible to upload that card.
This is done using routing scenarios . All ...
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When working with a large number of assigned actions, users may prefer to complete actions in bulk.
This also has other applications such as completing actions on behalf of another user.
This option must first be enabled under the user's pro...
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What is a Project Field Template?
A Project Field Template allows you to define some default settings for your project
Create a New Project Field Template
Navigate – Admin > (Customization) Project Templates
Step 1 Click “+...
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Users may now add an unlimited number of custom fields to the main area of projects. Create new date, text, or list fields. There is also an option to define whether fields are mandatory. Users may apply them to any or all project templates.
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Create combination columns
There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project template, you se...
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You can add custom fields to your cards. Here's how to create and manage them.
How to create a Card Field
The initial set up of the custom Doc Code / Card Field must be done by an Admin User. Once created, they can be enabled or disabled o...
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This article provides steps to set up and use custom fields where the type is "List". 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. You have the optio...
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The Document Codes are types of documents that clients use as standard in all their projects. They do not represent "each" document.
Some of the most common Document Codes are:
From above example you can use "LST" document code for the Ve...
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Sometimes, you customer gives you a rather GENERIC doc code. But - in your company, there are several separate documents which correspond to that code, and you want to manage them all separately (so you can keep track of the ones you are missing e...
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Last Updated: 09/16/2024
in Docs Admin User Management
To view and enable automated email reports, first navigate to your User Profile
Scroll down to the Email Notifications area where several reports can be enabled and sent to you by email.
Alerts
Action Alert
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