Are you looking to set up a project from scratch inside DocBoss and want some advice on how to get started?
The following steps will take you from creating a new customer to setting up all project fields, equipment list and card list.
Set Up Customer with Codes and Statuses (Gear > Lists > Companies)
Video:
Add Customer to DocBoss (includes all steps from creating a New Company to adding a Status List)
Articles:
Document Code Lists And Layouts
Create Project (Logo > Add Project)
Video:
Starting a New Project Video (including all relevant settings)
Articles:
Definitions of the Project Setup
Definitions of the Default Users and Lists section
Document Auto-Numbering Format
Add Equipment (Project Menu > Equipment > Equipment List)
Articles:
Edit Equipment List & Review Changes Impact
Add Doc Codes (Project Menu > Cards > Code List (Requirements))
Articles:
Configure Code List (Requirements)
For more details about settings from Code List grid check out the following articles and videos:
• Levels
Video: Auto-Creation of Document Registers & Using Custom Levels to Create Procedure Registers
Article: How to set a Level & Custom Levels
• Stage List
Video: Working with Stages
Article: Stage & Stage Lists
• Query
Video: Trimming Auto-Created Registers
Article: Marking cards as required / not required
After starting the project, here’s how to send and receive documents from the customer:
Send files out of DocBoss
Video: Upload Documents to DocBoss
Articles:
Assigning files to document cards
Sending documents (outgoing submittals)
Bring files into DocBoss
Article: Processing Returned Files from Customer
To understand better how to manage returned files check out the Workflow Video and Outstanding Actions.