Modules

Compilations

• Project Table of Contents Templates
• Compilation Sub-Packages
• Table of Contents Layout Examples
• Compilations per Level
• Compilation and Package Presets
• Add a revision index to packages and compilations

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eSignatures

• Signing files with eSignature (User action)
• Apply eSignatures to Outgoing Submittal
• Set eSignature requirements per Doc Code (or Card)
• Generate (or upload) eSignature Certificates

Expediting

• Run the Expedite Process and Send Emails
• Expedite - Options and Settings
• How to Enable Expediting for a Project

Library

• Advanced Library Queries (Pattern Search) for MTRs
• Store Material Test Reports (MTRs) in the Library
• Add Custom Library Fields
• Export / Import Instance Library
• Reviewing Expired Documents
• Making Changes In Your Library

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Metrics and Assignment Activity

• Assignment Activity (By User)
• Project Metrics - Description of each metric
• Project Metrics

Project Dashboard

• Project Hub
• Multi-Project Tiles
• Configure Lenses on the Dashboard
• Project Dashboard Overview and Tile Layout

Reporting

• Single Project Reporting
• Request Cards from Supplier

SDI Reports (Document Indexes)

• Document Index by Tag (SDI Report by Tag)
• Excel Parameter to Show Changes on SDI Report
• Adding Headers/Footers to Excel SDI Templates
• Job based Supplier Document Indexes
• How to Re-generate the SDI Report 
• Create multiple SDI reports for one project using Worksheet parameter

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Templates

• How to Create Templates
• Upload Templates into DocBoss
• Select Transmittal Templates on Project
• Select Cover Page Templates and Settings on Project
• Testing Cover Pages
• Testing Transmittal Templates

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