How To Set Up A List With DocBoss

This article provides steps to set up “Lists”. Using a list takes out any risk of typos as it gives the user a list of pre-existing values to choose from, rather than typing in the values.

Below are three options you can choose from.

To create a new list navigate to the Lists screen

Create your Own values:

1. Click + to Add new List
2. Give the list a name.
3. Add values
4. Choose default (optional)
5. Click + to add the values to the new list
6. Save

OR:

Source from User List:

1. Click + to Add new List
2. Give the list a name.
3. Select List Type: Source from users list
4. Add values
5. Choose default (optional)
6. Save

OR:

Source from DISTY (Distribution) List:

Not used often but if you had a Contractor / Engineering Partner this will allow you to choose their distribution list. 

1. Click + to Add new List
2. Give the list a name.
3. Select List Type: Source from DISTY List
4. Click + to select from existing Distribution Lists
5. Choose default (optional)
6. Save