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Last Updated: 10/02/2025
in Articles Admin System Setup Indicate method of submittal delivery on templates.
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Last Updated: 10/02/2025
in Articles Admin System Setup Add internal company logos for output on templates.
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Last Updated: 10/02/2025
in Articles Admin System Setup Recommendations for splitting or combining multiple instances of DocBoss.
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The "Main" tab of the Project Configuration page 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 ...
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Last Updated: 10/02/2025
in Articles Admin System Setup Customize default settings for all projects.
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Project configuration templates enable you to pre-define and reuse settings for projects, making project setup quick and easy. Create a new template To create a new project configuration template, navigate to System Menu > Admin > Project Confi...
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Last Updated: 10/02/2025
in Articles Getting Started Sort, filter, and change view options in grids.
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Last Updated: 10/02/2025
in Articles Admin Allow DocBoss Support to access your instance for troubleshooting and help with questions.
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For companies with large collections of material test reports (MTRs) stored in the library, the easiest way to automatically attach these to a project's cards is through a query with pattern search.
Setup
Before following these steps, the fo...
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Default date format
For any template variables including dates, the formatting of the date will default to the date format chosen for the project. This can be changed under the "Main" tab of the Project Configuration page. Expand the "Project P...