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  1. DocBoss
  2. Project Setup
  3. Basic

Basic

Follow for basic set up of a new project.

  • Project Setup: Quick List of Steps
  • Initiate a Project
  • Initial Submission Dates
  • Turn Around Days
  • Set Date Format
  • How to Create a Job and Assign it to multiple projects
  • Project setup when customer sends a detailed document list (with numbers), instead of a list of doc codes
  • Definitions of the Project Setup
  • Definitions of the Default Users and Lists section
  • Copy a project
  • Completing a Project
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