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DocBoss shows cards on the Card to Unit Changes screen when a user changes or adds a new equipment value for those cards, AND the cards: have a file (active, or in their history), and have a doc code with any doc code type except "SDI Report"...
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Adding contacts to your customers allows you to select the contact in your project set up giving you the ability to know the project contacts at a quick glance. It also allows you to use that contact as a variable on any output documents (Cover ...
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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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Add customer approval status lists (or internal lists to track customer approval statuses).
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Last Updated: 09/16/2024
in Docs Admin Suggestions for transitioning your team to work in DocBoss.
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Last Updated: 09/16/2024
in Docs Admin System Setup Recommendations for splitting or combining multiple instances of DocBoss.
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Last Updated: 09/16/2024
in Docs Admin User Management Overview of user role types and their associated permissions.
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Last Updated: 09/16/2024
in Docs Admin System Setup Customize default settings for all projects.
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Last Updated: 09/16/2024
in Docs Admin System Setup Add internal company logos for output on templates.
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Last Updated: 09/16/2024
in Docs Admin System Setup Indicate method of submittal delivery on templates.