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When working with Prices & Estimates , Admin users can set default prices and add new pricing segments under Admin settings. Admin and Full users can also set default prices for specific customers under the companies' profiles.
Global...
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In order to enable web access, the contact must be added to DocBoss. For information on adding a contact, see our article here .
Allow Web Access: Enable this field to allow the access to the Customer Web Access/Portal
Login (for t...
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This is the main Setup of your project. You have two options and the selection will vary the fields that are available. Option 1 - Order Option 2- Quote
Profile This section is for your customer (the company to whom you are submitting the doc...
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To import/edit a project doc code list via CSV, navigate to the Code List (Requirements) screen and select Upload Data via CSV .
The upload file must contain the same fields (in the same order, with the same spelling) as in the template from...
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The customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received documents.
The following describes what your customer sees when they access the ...
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Default Equipment Number is the parameter that sets the value that will be displayed in the whenever the Equipment Unit variable is used.
Default is always set to Tag but this can be changed for the whole order in the Project Fields Template >...
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Last Updated: 09/16/2024
in Docs Projects Project FAQ
The weld log will allow you to include welder certificates and weld procedures (cross referenced to welds) in the tag specific quailty packages. Or - you can prepare separate packages for the certs/procedures with the cross references to all tags....
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Last Updated: 09/16/2024
in Docs Getting Started Enable/disable the icons in DocBoss that open links to relevant support articles.
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Last Updated: 09/16/2024
in Docs Getting Started Sort, filter, and change view options in grids.
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Last Updated: 09/16/2024
in Docs Admin Security
Enable for System
To enable Multi-Factor Authentication (MFA) your security enabled user should navigate to the security settings screen. Note that only the users with security settings will see this interface.
Admin > Security Settings.
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