by Alina Sonke | Mar 9, 2025 | Product Tips & Tricks
The Project Profile is a section of the Project Set Up > Main screen. This section is for your customer (the company to whom you are submitting the documentation), all applicable transaction numbers, the End User (if applicable) and the order date and approved...
by Alina Sonke | Mar 7, 2025 | Product Tips & Tricks
The Project Main screen is where many of the project options are configured. This article explains the various options available on this page. The first time a project is started, this screen defaults to the Quick Start form. Selecting Show All Settings Instead will...
by Alina Sonke | Jan 31, 2025 | Product Tips & Tricks
This article will discuss the concept of ad-hoc submittals in DocBoss and how to use them when required. Ad-Hoc submittals are special, in that they do NOT affect the workflow of your documents. It is simply a way to get documents to anyone outside the company,...
by Alina Sonke | Jan 28, 2025 | Product Tips & Tricks
Welcome to DocBoss! We’re glad to have you on board. Below we have compiled a guide to jumpstart your progress, updated and new information to help you take advantage of all DocBoss benefits. Sign in If you haven’t yet signed into DocBoss, expand the...
by Carl Mueller | Jan 24, 2025 | Product Tips & Tricks
DocBoss allows users to create a tile on the Project Dashboard which contains the data from many projects. Create multi-project tile On the Project Dashboard, select Add Tile. Enter a name for the tile and select whether to add projects by dynamic selection, static...
