Bulk Process

When receiving submittals with many files, users may want to use bulk processing to bring incoming documents into DocBoss. Instead of users individually dragging files into each card, DocBoss will attempt to automatically match each file to the ap...

If the file numbers are same as the tag numbers they could be easily matched in bulk process by DocBoss with the auto-created card number which automatically contains the tag number. But what if you have to include the same tags for two do...

If the uploaded files don't match with any card, we show you an error in the top area of the matching screen. You can check the cause by hovering over the error symbol. Testing bulk match parameters Select the info icon for the card...

Some of the default routing which can be applied by DocBoss is applied in the background (when card changes stage). Some of it is applied only on the assign interface. Here is a description of the impact of bulk assign on default routing options: ...

How is the default setting determined on a project? On each project the default values for bulk process are undefined until a submittal is made. On the first submittal to a target, the default value is assigned from the USER profile an...

The  Create Cards and Match  option is available for documents related to Major Tags. This allows users to create cards from information in the file name, skipping the step to add manual cards on the project's Card List. When running bulk match, if...

RegEx (regular expression) patterns are a standard type of coding used to match text. In DocBoss, we use RegEx to parse card metadata from the file names when using the Create Cards and Match  feature. Formatting patterns Common examples ...