Upload and Test

Before starting, note that templates: 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) For...

Before making a submittal, you can test the cover page for any card. To do this, navigate to the card history screen. The card history can be accessed by clicking the clock icon under "Tools" on the Card List (or by clicking the  Card Name (Auto)...

Users can test transmittal templates without needing to complete a submittal. Before testing, the template will need to be uploaded into DocBoss and then added to a project under the appropriate template type (customer or sub-supplier). ...