The DocBoss support website has a number of great resources to help you better utilize all the great benefits and features.
Case in point: DocBoss videos.
Click the link below to access 4 quick tip videos on the following topics:
Compilation Settings – One of the most popular benefits of DocBoss is the compilations feature. You can quickly assemble customized databooks and submittals for your EPC customers with a few clicks of your mouse. This video shows you how to adjust the compilation settings to meet whatever customization your EPC customers require.
Editing Document Numbers – This video shows you how to Edit Document Numbers via CSV (also includes how to change manual number back to auto-generated number). This helps you work with CSV files and work more effectively with document numbers that change with each EPC customer you work with.
How To Edit Revision Numbers Via CSV – This video shows you how to quickly edit document revision numbers via a CSV file. This is a great quick tip when revision numbers and other meta data have changed and you wish to update it.
How To Edit Sequence Numbers Via CSV – This short video shows another aspect of editing through a CSV file, namely editing sequence numbers.
You can access all four of these short videos with this link: