Product Updates
How To Complete Outstanding Actions in DocBoss
If as a document controller, you spend time and effort keeping track of documents that go back and forth with…
The DocBoss Project Main screen is where many of the project options are configured. This article explains the various options available on this page.
Specifically, the “Main” tab of the Project Configuration page is where many of the project options are configured.
The first time a project is started, this screen defaults to the Quick Start form. Selecting Show All Settings Instead will display the full list of settings.
Any time a user returns to the “Main” tab of the Project Configuration page on an existing project, the full list of settings will appear.
An explanation of each section in the image follows:
Project Profile
1) Project Profile: project IDs and information about the companies involved in the project (Supplier, Customer, and End User). For an explanation of each field, see Project Profile Definitions.
2) Doc Code and Status Lists: select the applicable doc code and return status lists for the project. Also choose the internal approval status list, if using IA.
3) Users and Key Contacts: select the default project users (for filtering projects and assigning actions) and the key project contacts at the Customer/End User.
Card Settings
4) Turn Around Days: set the number of days for document turn around after initial submission.
5) Auto-Numbering Format: set patterns for Customer and Supplier document numbering.
6) Other Settings: set a card name suffix, a pattern for sheets, etc.
7) Revision Numbering: set revision options and formats.
Other Data
8) Other Data: paragraph-style notes field.
9) Custom Fields: fill out any custom Project (Main) fields enabled on the active project template.
Templates
10) Cover Pages and Stamps: choose the cover page and stamps templates and formats.
11) Transmittal: choose the transmittal file template and format.
12) Prices and Estimates: choose estimation template output.
Submittal Defaults
13) Numbering: customize the submittal numbering pattern (T-001, Transmittal 01, etc.).
14) File Naming Pattern: DocBoss renames files according to a specific pattern (typically including doc no and rev no) on submittal. The pattern can be customized here.
15) Headers and Footers: set document header and footer text and formatting (applied on submittal)
16) Markup Output: choose whether to include document markups on submittal, and enable/disable markup summary pages
17) Batching, Downloads and Medium: submittal delivery options.
18) Incoming: default setting for new submittals (specifically whether or not submittal numbers should be included for each target)
Submittal Email Notifications
19) Sender: set the “From” email address and contact info used when DocBoss sends submittal emails
20) Templates: choose the email templates used for submittal notifications
21) Enable/Disable and Attachments (by Target): choose the default for submittal emails (yes/no) per target, and the attachment/hyperlink options
View and Search Options
22) Search: Searches for settings/options on the page
23) Collapse/Expand All: Opens/closes each drop-down on the page
Log and Project Actions
24) Project (Main) Log: view log of changes to Project (Main) settings
25) Project Actions: save changes, copy projects, and mark projects as hidden or complete
