by Alina Sonke | Jan 20, 2025 | Product Tips & Tricks
Would you like to change the outgoing file format for your customer submittals at the end of projects? This is used to format the file names on any Outgoing Submittals. To get here: Navigate to the Project Menu > Main and look in the Formats area. Click on...
by Alina Sonke | Jan 15, 2025 | Product Tips & Tricks
Have you created a submittal and now need to void it, for any reason? Here’s how to do this quickly and easily in DocBoss. On the Outgoing Submittals screen, scroll to the bottom of the page to reach the Submittals grid. If the void action is available for a...
by Alina Sonke | Jan 13, 2025 | Product Tips & Tricks
If you’re unfamiliar with the concept of Cards in DocBoss there are many resources we have online to help you learn more about them. You can start by clicking here to learn about Cards and how they work. In this article we’ll discuss Card to Unit Changes...
by Alina Sonke | Jan 5, 2025 | Product Tips & Tricks
The project menu serves as navigation inside individual projects. To access this menu, you’ll first have to navigate to a project. Ways to open existing projects in DocBoss: Search for the project in the search bar on the top right of any screen, then click on...
by Alina Sonke | Jan 1, 2025 | Product Tips & Tricks
Did you know that you can access Application Programming Interface (API) documents? This article explains how to use it. Documentation Access The link is based on your DocBoss login system: https://system[].docboss.com/documentation/api i.e. for System1, the link...
