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 automatically populate your projects accordingly however, changes can be made on individual projects as required.
Here’s how to access these settings.
To get here –
- Click Settings
- Click General
Project Label Default Options
Doc Code Default Options
Project Label Landing Page
Dashboard Card Settings
Transmittals Default Options
Default Names for Reviewer Roles
Default Library Query Settings
Document Auto-Numbering Format