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How To Match Cards In Bulk Process

When trying to match your file with an existing card, DocBoss takes: Each segment of your file name (based on your split parameter) The full file name and compares it to: Each document number (internal, sub-supplier, customer, end user). Card Name (Auto) which is...

Completing a Project in DocBoss

To complete a project in DocBoss, navigate to the Main page in your project and click “Complete Project”. If all cards are in a status complete – Great! The project will be Completed. If you have any cards not in a complete status (ie: NULL or not...

How To Re-Send and Forward Transmittals

When working with customer submittals at the end of projects, you might need to re-send one or forward it after the original has been sent. To Re-Send or forward a transmittal, navigate to Outgoing Submittals and click on the underlined submittal number, as shown...