Instance Default Settings General With DocBoss

DocBoss has instance default settings for every project you run within DocBoss but did you know that you change them as you need for each project and customer?

These settings allow you to customize DocBoss to suit your company needs. The default settings will automatically populate your projects accordingly however, changes can be made on individual projects as required.

To review/edit the default settings, navigate to System Menu > Admin > General.

General

User Licenses

Project Options

Doc Code Options

Project Landing Page

Dashboard Tile Settings

Submittals Options

Reviewer Roles

Library Query Settings

Document Auto-Numbering Format

Customer/Sub-Supplier Portal Logo

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