Working With Secondary Codes In DocBoss

While you will come across Primary Document Codes in DocBoss, you can also define Secondary Document Codes and that’s what we’ll discuss in this article.

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

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)