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Headers/footers can be manually applied to individual cards on the card list. This feature provides the option to apply headers/footers on cards without having to submit them, which is useful for cards that will not be submitted individually but d...
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Last Updated: 10/03/2025
in Release Notes Current Releases
Here's a list of updates found in our September 2025 release. Project Template Updates To simplify the user experience and improve consistency across the DocBoss system, the project template interface has been refreshed to display sections in ...
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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...
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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) ...
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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 on an...
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Last Updated: 10/03/2025
in Articles Admin User Management
To view and enable automated email reports, first navigate to your User Profile ( System Menu > Edit your profile ) Scroll down to the Email Notifications area where several reports can be enabled and sent to you by email. Alerts A...
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The last grid on the Outgoing Submittals page contains completed submittals. Project Menu > Cards In/Out > Outgoing Submittals > Scroll to bottom of screen.
1) Submittal Details
Click on the submittal number to...
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Headers and footers can be added to documents to provide information consistently on every page. In addition to automatically generated page numbering, this feature can be used to display document-specific information (e.g., card name, doc no., equi...
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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.
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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 >...