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Last Updated: 06/04/2025
in Docs Admin Email Send Address Choose the email address DocBoss displays as the sender when making submittals.
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Last Updated: 05/23/2025
in Docs Admin User Management Instructions for setting a user as a commercial contact (i.e., a user responsible for contract-related activities)
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Add internal doc codes to use when customer lists are not provided or for mapping (cross-referencing) internal codes to customer codes.
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Last Updated: 05/08/2025
in Docs Getting Started
The sections below walk through the DocBoss features in the order they are found in the menus. There are three menus you'll be working out of:
Logo menu (from the DocBoss logo on the top left of all screens)
Project menu (on the top le...
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To complete a project in DocBoss, navigate to Project Menu > Set Up > Main. In the bottom right, click the button to "Complete Project". If all cards are in a complete status, the project will be completed. If any cards are not in a complet...
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This article explains how to apply conditions to document auto-numbering, outgoing file name, and compilation pattern formats. The use of parameters is also discussed. Using IF statements for Document Auto-Numbering Format If you have document n...
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If statements can be used for header/footer patterns to draw different values for different conditions (e.g., drawings require a different heading than all other documents). In these situations, creating a custom doc code/card field can provide ad...
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The Create Project call can be used to automatically trigger project creation in DocBoss when an order is added to an external system. When a doc control user creates a new project in DocBoss, they typically have information from the Vendor Docum...
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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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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...