Secondary Document Codes (Manual Codes in DocBoss)

Secondary Document Codes can only be added to Manually created Cards. Secondary codes cannot be added to auto-generated cards.

If you’d like to learn more about document codes and cards and how they are used in DocBoss, click here.

When creating a manual card, the secondary code(s) can be chosen in the “Create a New Manual Card” screen, as shown below.

For more information regarding Manual Cards see our articles:

Enable Manual Cards

Create Manual Cards (individual)

Create Manual Cards (bulk load)

We have plenty of other articles on how Cards work in DocBoss that you can learn about too.

Also, check out this article on adding document codes: How To Add Document Codes to a Project