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DocBoss Project Setup: A Quick List of StepsThe set up of a project is often one of the most time-consuming parts especially when you’re doing the work manually. Keeping track of the latest versions of documents and ensuring that everything you’ve received has been inputted and accounted for is a fulltime job on its own especially as you strive to deliver the documentation as per your customer’s specific requirements.

Much of the success of your project can be attributed to the work you do up front building the framework of the project thereby ensuring you meet the specifications your customers have set out.

Speaking of building the framework up front, with DocBoss you can set up your project to match whatever requirements your customers have in terms of how they’d like their documentation to be received. You can auto number documents, you can select which cover page and transmittal template to use, you can set up a file naming pattern for all outgoing documents among other things. These are the key aspects of project set up that you can choose but there are others as well.

Check out the video below to visually see how a new project is set up in DocBoss and compare it to what you’re doing currently.

Starting a New Project in DocBoss

Here’s another article on the topic called Starting A New Project In DocBoss (Custom Settings) so you can see how easy it is to do.