by Alina Sonke | Jan 28, 2025 | Product Tips & Tricks
Welcome to DocBoss! We’re glad to have you on board. Below we have compiled a guide to jumpstart your progress, updated and new information to help you take advantage of all DocBoss benefits. Sign in If you haven’t yet signed into DocBoss, expand the...
by Carl Mueller | Jan 26, 2025 | Product Tips & Tricks
Library documents can only be connected to a project card from the Document Ref Assign screen. In order to connect library documents, the doc code type (in the Project Document List) must be published. Set TYPE on Doc Code To attach library documents to a doc code,...
by Carl Mueller | Jan 24, 2025 | Product Tips & Tricks
DocBoss allows users to create a tile on the Project Dashboard which contains the data from many projects. Create multi-project tile On the Project Dashboard, select Add Tile. Enter a name for the tile and select whether to add projects by dynamic selection, static...
by Carl Mueller | Jan 22, 2025 | Product Tips & Tricks
In DocBoss we use a number of words and phrases that as a document controller, you’re probably already familiar with. We also use some terms that you might not immediately recognize. So we have prepared a number of resources for you to use to help you take...
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 Carl Mueller | Jan 17, 2025 | Product Tips & Tricks
Although it changes over time, here are the top 5 articles that are viewed on the DocBoss support website. Enable Support Access to your Account Sign In, Navigation, and Getting Started (for New Users) Project Setup: Quick List of Steps How to Create Templates How to...
