This video explains how to create templates, download sample templates, add variables, and add a list of document history entries to cover page templates in DocBoss.
This video explains how to add an Internal Approval stage (where your team completes a full approval/rejection cycle for sub-supplier documents) in DocBoss.
This video explains how to add custom card fields in admin, enable custom card fields on a project, and view custom card fields in the Code List and Card List in DocBoss.
This video explains how to add custom equipment fields in admin, enable/add new custom equipment fields in project, use a custom equipment field as a doc code level, create combination fields, and add additional unit types in DocBoss.
