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Instance Default Settings General With DocBoss

DocBoss has instance default settings for every project you run within DocBoss but did you know that you change them as you need for each project and customer? These settings allow you to customize DocBoss to suit your company needs. The default settings will...

An Explanation of Send/Return Pairs (DocBoss)

Every submittal in DocBoss starts a Send/Receive pair which can be found in the Card History. Each pair contains a history entry that if (Y) is enabled it will be included in the SDI Reports. The system will set the send/return automatically but it can be changed...

Setting A Default Packages Layout in DocBoss

In DocBoss, it is now possible to set a default “Packages Layout” that can be used in all projects.  To set the default layout for packages navigate to Settings > Customization > Package Layout Quick General Settings Compilation Info: Select if cover pages are...

Document Code Lists And Layouts (DocBoss)

A Document Code in DocBoss is a specific customer code or project code used to create project document groups. The following are examples of common Doc Codes: Adding Doc Codes to your customers allows you to re-use them in any of their Projects and the easiest way to...