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)
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