5 More Helpful DocBoss Articles To Benefit From

Our DocBoss support website not only discusses all the regular product release updates that we do several times per year, but we also have a number of other helpful features for you to benefit from.

Case in point: Articles that explain very specific tasks and options in DocBoss that you can use right away. While we routinely make you aware of the Top 5 most viewed articles on the support website, there are plenty of other helpful resources you may not have seen yet.

Here are another 5 of the top most viewed articles on the DocBoss support website that other subscribers are benefitting from. Just click on the header title to visit the page in question.

1. Stages & Stage Lists

   Documents submitted to EPCs often must go through multiple issue purposes. While some documents may only be submitted as For Information or For Approval, engineered drawings can go through multi-step submittal processes. A common workflow for drawings is Issued for Approval > Issued for Construction > Issued As Built. This article discusses how these stages are handled by DocBoss.

2. Document Auto-Numbering Format

   The Document Auto-Numbering Format allows you to automatically assign document numbers (and/or your own internal) by using variable configurations described in this article.

3. Edit Cards via CSV file

   DocBoss allows users to make changes to existing data in the Card List using a CSV (excel) file. When you download the file for the first time the data can be a bit overwhelming. Don’t let that scare you! This article discusses how to do it.

4. Sub-Supplier Portal (supplier view)

   This article describes what your suppliers see when they access the portal. Note the URL you use to login – your suppliers will go to that same URL (i.e. could be system,2,3,4.docboss.com).

5. Videos

   Did you know that we have created a number of videos illustrating and describing how to use DocBoss and all the great benefits and features? We have divided them into Overview Videos and Quick Tip Videos to help you use all the great DocBoss benefits.