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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...
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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...
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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...
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Choose the email address DocBoss displays as the sender when making submittals.
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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...
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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...
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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 ...