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Project configuration templates enable you to pre-define and reuse settings for projects, making project setup quick and easy. Create a new template To create a new project configuration template, navigate to System Menu > Admin > Project Confi...
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Last Updated: 10/02/2025
in Articles Getting Started Sort, filter, and change view options in grids.
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Last Updated: 10/02/2025
in Articles Admin Allow DocBoss Support to access your instance for troubleshooting and help with questions.
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For companies with large collections of material test reports (MTRs) stored in the library, the easiest way to automatically attach these to a project's cards is through a query with pattern search.
Setup
Before following these steps, the fo...
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Default date format
For any template variables including dates, the formatting of the date will default to the date format chosen for the project. This can be changed under the "Main" tab of the Project Configuration page. Expand the "Project P...
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In some cases, customers require that stamps are placed directly onto the document, rather than, or in addition to a cover page. DocBoss allows users to upload stamp templates, and stamp documents. The same variables as used on cover pages can be ...
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Navigate to the "Main" tab of the Project Configuration page (Project Menu > Set Up > Project Configuration) page of your project. Expand the "Transmittal" section and select any Transmittal Templates that are available for use from the drop-do...
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On the " Main" tab of the Project Configuration page, you can choose which template you want to use for your project, for both Customer and Sub-Supplier submittals. To begin, expand the "Cover Pages and Stamps" section. You can also choose he...
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Step 4 of the eSignature process.
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Step 3 of the eSignature process.