by Alina Sonke | Dec 13, 2022 | Product Tips & Tricks
DocBoss allows users to make changes to existing data in the Card List using a CSV (excel) file. When you download the file for the first time the data can be a bit overwhelming – Don’t let that scare you! Once ‘Add/Edit Data via CSV’ is...
by Alina Sonke | Aug 8, 2022 | Product Tips & Tricks
The last grid on the Outgoing Submittals page contains completed submittals. Project Menu > Cards In/Out > Outgoing Submittals > Scroll to bottom of screen. 1) Submittal Details Click on the transmittal number to load the submittal details. Note the buttons...
by Alina Sonke | Mar 14, 2022 | Document Control
One of the great benefits of DocBoss is its ability to help you customize documents in whatever way your customers desire, right down to the headers and footers. To add and edit headers and footers to your documents, navigate to the Main Setup page of your project...
