DocBoss System Navigation Explained

To help familiarize you with DocBoss, this article focuses on system navigation and how to access the key aspects.

This is not only great for current DocBoss customers but also for those considering a better way to handle document control, to show you how easy it is to work with DocBoss for your EPC projects.

The sections below walk through the DocBoss features in the order they are found in the menus.

There are three menus you’ll be working out of:

• Logo menu (from the DocBoss logo on the top left of all screens)
• Project menu (on the top left of all screens when working inside a project)
• System menu (from the gear icon on the top right of all screens)

A note on cards: In the explanation of our menu items and features below, you will see many references to cards. In DocBoss, a card acts like a folder for all the different versions of a document throughout its lifecycle. Each card stores its document’s metadata (document number, status, due dates, and much more), current file, and a historical record of previous metadata and files.

Logo menu

To access the logo menu, hover over the DocBoss logo in the top left of any screen.

The logo menu is a quick navigation for any screens relating to projects.

Note: depending on your user role (admin, full, review, or view) you may only see some of the options shown here.

Here, users can access the following screens:

1) Actions Dashboard

• View pending actions assigned to yourself and other users across all projects

2) Project Dashboard

• View all projects in visual tiles

3) Project List

• View all projects in a grid

4) Multi-Project Card Report

• Search and filter for documents across all projects

5) Expedite Projects

• Send requests to sub-suppliers, customers, and more with a list of due/coming due documents

6) Sign Documents

• If using DocBoss’s eSignature feature, review and sign documents before they are sent to customers

7) Add New Project

• Start a new project

Project menu

The project menu serves as navigation inside individual projects. To access this menu, you’ll first have to navigate to a project.

Ways to open existing projects in DocBoss:

• Search for the project in the search bar on the top right of any screen, then click on the project’s name from the search results
• From the Project Dashboard, click on the project’s name on its tile
• From the Project List, click on the project’s name inside the grid

This will take you to the screen that is selected as the project’s landing page (by default, the Project Hub). Whatever screen you are on, the navigation bar inside a project functions the same:

Selecting the rightmost dropdown arrow inside the project navigation bar opens the project menu.

The project menu lists screens specific to the currently open project:

Here, users can access the following screens:

1) Project Hub

• A visual overview of the project, targets, and KPI’s

2) Outstanding Actions

• View pending actions assigned to yourself and other users, specific to this project

3) Index Reports & Compilations

• Create databooks, packages, and supplier document indexes

4) Prices & Estimates

• Generate a quote to charge your customer for documentation

And the following groups:

5) Cards

• Create and manage the list of documents on the project

6) Cards In/Out

• Bring files into DocBoss and send them out in submittals

7) Equipment

• Manage the list of equipment related to the project

8) Set Up

• Customize the project’s setup

System menu

The system menu is where you’ll access information related to your DocBoss system as a whole, rather than specific projects. Most options in the system menu are related to users, lists, settings, and customization.

Note: depending on your user role (admin, full, review, or view) you may only see some of the options shown here.

Some commonly used functions available from each section called out in the image above:

1) Edit your profile

• Update login information
• Change email notifications
• View your user role type

2) Users

• Add, edit, or remove other DocBoss users

3) Lists

• Manage internal company profile
• Manage company profiles for sub-suppliers, customers, and end users
• Add doc codes, return statuses, and more to company profiles

4) Library

• Store and organize documents that will be used across many projects (for example, IOMs)

5) Reports

• Generate reports with KPIs on projects and individual users

6) Admin

• Set defaults for your system
• Create custom fields and project templates
• Manage output templates (cover page, transmittal, document index, submittal email, etc.)

7) Allow support to access your account

• Temporarily grant the DocBoss support team access to your system

 

Related Articles

• Getting Started (for New Users)
• Create API access credentials (per application)
• DocBoss Support Site Navigation (New)
• API Documentation
• Sub-Supplier Portal (Admin)