If you’re setting up a new DocBoss project, there are several steps to follow and we’re happy to outline them below so you can see how easy it is to do.
Following these steps will take you from creating a new customer to setting up all project fields, equipment list and card list.
Below, we’ll discuss the project setup beginning with creating a new customer in DocBoss.
Set Up Customer with Codes and Statuses (Gear > Lists > Companies)
Add Customer to DocBoss (includes all steps from creating a New Company to adding a Status List)
Create Project (Logo > Add Project)
Starting a New Project Video (including all relevant settings)
Add Equipment (Project Menu > Equipment > Equipment List)
Add Doc Codes (Project Menu > Cards > Code List (Requirements))
For more details about settings from Code List grid check out the following articles and videos:
• Stage List
Video: Working with Stages
Article: Stage & Stage Lists
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