-
Instructions for adding doc codes to a project, both by importing from the company profile, and adding manually via CSV.
-
When working with a large number of assigned actions, users may prefer to complete actions in bulk. This also has other applications such as completing actions on behalf of another user. To begin, this option must first be enabled under the user's p...
-
The outstanding actions grid is used to display a list of all the current assigned actions: Actions can be checked in the Action Dashboard screen where all actions across all Projects are included ( Logo Menu > Action Dashboard ) O...
-
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.
-
To re-send or forward a submittal, navigate to Outgoing Submittals and click on the underlined submittal number, as shown below.
Here you will see the options to Re-Send or Forward.
If you choose to Re-Send the email, it will be ...
-
Steps for creating a template.
Must be in excel format
Any cells where the output data is to be defined by DocBoss , must have applicable variable entered
You must set your print area (remember to include the last column)
...
-
General recommendations Although most of the basic Excel features are supported in templates for Docboss documents, not every feature can be used. There are also some differences when building templates that would be output as PDF (usually var...
-
Last Updated: 11/10/2025
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 companies ...
-
Documents that are available for submission (based on workflow) will automatically move to a queue located on the outgoing submittals screen. The grid in which they appear depends on the workflow target (b y default, it is the customer ).
To s...
-
Assign returned files to cards and add their return status.