Articles
Getting Started (for New Users)
Log in, review navigation and menus, and learn about next steps for each user role.
Tools Icons and Definitions (Card/Code List)
Card List
Icon
Name
Definition
Create Copy
Creates an exact duplicate of a card that is auto-linked to the same equipment/units (see article ). *Note - The document number will be the same but with a new seque...
DocBoss System Navigation
The sections below walk through the DocBoss features in the order they are found in the menus. There are three menus you'll be working out of:
Logo menu (from the DocBoss logo on the top left of all screens)
Project menu (on the top le...
DocBoss Support Site Navigation (New)
Find documentation, release notes, and frequently asked questions.
Learning Mode
Enable/disable the icons in DocBoss that open links to relevant support articles.
Working with Grids
Sort, filter, and change view options in grids.
Reviewer User Guide
This article provides an overview of the areas of DocBoss that are especially useful for reviewer users - knowing these key features will set you up for success!
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General Navigation
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