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DocBoss supports viewing and adding document markup. Annotations can be viewed on the the assign screen, and can be added in the assign pop up and/or from the outstanding actions interface. You can add markups to files when you upload them to DocBo...
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Instructions for regenerating a compilation, and steps to take if/when the regenerate button is not available.
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Instructions for updating the default EQ number (for all doc codes), as well as modifying the EQ number for individual doc codes.
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Customize expediting reports and select expediting recipients.
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Single Sign On (SSO) is available for DocBoss. If enabled, users with the company domain will be redirected to their identity provider to sign in to access DocBoss. The instructions below outline how to set up SSO with DocBoss when using Microsof...
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The file naming format is used to generate the file names on any Outgoing Submittals. Navigate to the Project Menu > Set Up > Project Configuration . From the " Main " tab, expand the "File Naming Pattern" section. Single pattern forma...
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The Prices & Estimates feature is designed to provide a detailed pricing estimate for the documentation fees related to a project. Once the project has been set up with the required information (Doc Codes with Levels and Equipment) and the card...
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Instructions for setting up a package code, and the associated impact on the card list. Guidance around uploading documents and submitting the package are also provided.
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To eliminate malicious file uploads, DocBoss maintains a list of uploadable file types.
If your file is not on this list, you will receive an error on upload. If the file is valid, please contact support. Once we manually validate the file type...
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This article explains how to add or edit routing scenarios. For an overview of routing scenario functions, see this article first. Topics
Add routing scenarios
Edit routing scenarios
Add/edit routing scenarios for all new proje...