Docbox Help Centre

Last published: May 25th, 2026

The Docbox Help Centre is based upon the latest versions of the software components. 

Your system may not be at those levels.

If you wish to discuss upgrading or utilising features which your organisation does not currently have access to, then please contact us.

Notational Syntax

The following notational syntax is used throughout the Help Centre.

  • Links are denoted like this Introducing Docbox
    • clicking on the highlighted link will open that article in a new tab
  • Steps within the product are denoted using ">"
    • Example:  My Docbox > Settings means select My Docbox from the menu and then select Settings.

Common Layout

Most Control Panel pages share the same master-detail layout: a scrollable list of items on the left and a detail form on the right. A search box at the top of the list filters items as you type. Click any item in the list to open its configuration. Click the relevant Add New button to create a new record.

Deleting Records

All resource pages use a consistent deletion process. When you click Delete, a confirmation dialogue appears. You must type the item's name exactly before the Delete button becomes active.

If the item is currently assigned to one or more printers, the dialogue will show a list of the affected printers instead. The item cannot be deleted until those assignments have been removed.