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How To Add Document Codes to a Project

In DocBoss, the Code List (Requirements) screen shows the list of document types that will be managed on the project. This list is often provided by the customer. If the customer does not have their own doc codes, users can add codes from their internal company list....

Company Status Lists In DocBoss

A Status List is the approval statuses that are used by your customer to indicate if a document will be accepted. You must enter a status list that will define the designations used by your customer. DocBoss can support multiple lists for each customer. For example,...

What Does Locking Cards Do?

A document card in DocBoss represents a specific document that is part of a project. A card is essentially a placeholder for the actual document and contains essential information about the document, such as its title, document number, revision status, due date, and...