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  • Glossary
  • Release Notes
    • Current Releases
      • Release Notes - September 2024
      • Release Notes - May 2024
      • Release Notes - January 2024
      • Release Notes - December 2024
      • Release Notes - March 2025
    • Older Releases
      • Release - Aug 2023 (Viewer Update with New Markups)
      • Release - May 2023
      • Release - February 2023
      • Release - Oct 2022
      • Release - July 2022
      • Release - April 2022
      • Release - January 2022
      • Release - August 2021
      • Release - April 2021
      • Release - Jan 2021
      • Release - December 2020
      • Release - September 2020
      • Release - June 2020
      • Release - March 2020
      • Release - January 2020
      • Release - September 2019
      • Release - July 2019
      • Release - April 2019
      • Release - January 2019
      • Release - September 2018
      • Release - May 2018
      • Release Notes - December 2023
      • Release – March 2018
      • Release - October 2023
      • Release – Jan 2018
      • Release – Aug 2017
      • Release – May 2017
      • Release – Jan 2017
  • Docs
    • Getting Started
      • Getting Started (for New Users)
      • DocBoss System Navigation
      • DocBoss Support Site Navigation (New)
      • Learning Mode
      • Working with Grids
    • Companies and Contacts
      • Affiliates
        • Affiliate Best Practices and Maintenance
        • Affiliate Companies
      • Company Setup
        • Adding a New Company
        • Add Company Doc Code Lists
        • Internal Doc Code List
        • Company Status Lists
        • Adding an Address
        • Format Import Companies in XLS
      • Contacts
        • Adding Contacts
      • Vendor/Customer Portal
        • Sub-Supplier Portal (Admin)
        • Sub-Supplier Portal (Supplier View)
        • Enable Customer Portal Access
        • Customer Portal (Customer View)
    • Projects
      • Project Setup: Quick List of Steps
      • Set Up and Manage
        • Create Project
          • Initiate a Project
          • Copy a Project
          • Definitions of the Default Users and Lists section
          • Project Profile Definitions
          • Project Main
          • Confidential Projects
        • Equipment List
          • Manage Equipment
            • Add Equipment
            • Edit Equipment
            • Disable Equipment
            • Impact of Change Order
          • Major Tags
            • Major Tags
            • Disable Major Tags Module
          • Horizontal Equipment List Upload
            • Include Sub-Units as Additional Columns in Unit Upload (Horizontal Layout)
            • Build Import File for Horizontal Layout
            • Horizontal Layout (Equipment List) Troubleshooting
          • Advanced
            • Add Custom Equipment Fields
            • Combination Fields
            • Assembly Line and Assembly Model
            • Custom Levels
            • Data Inheritance
            • Create an NDE log (and generate quality packages)
            • Add Additional Equipment Type to Project
        • Code List (Requirements)
          • Doc Codes vs Cards
          • Add Doc Codes to a Project
          • Configure Code List (Requirements)
          • How to set a Level
          • Duplicating Codes: How and Why
          • Secondary Codes
          • Default EQ Number
          • Import/Edit Project Doc Code List via CSV
          • Set Cover Page and Stamp Preferences per Doc Code/Card
          • Creating Cards with Custom Equipment Lists
          • Create Package of Cards
        • Cards
          • Card List
            • Filtering the Card List
            • Status (Combined) Column Explanation
          • Edit Cards
            • Update Document Numbers
            • Edit Cards via CSV file
            • Marking cards as required / not required
            • Merge Cards
            • Edit Merged Cards
            • Split a card (and split equipment list)
            • Copy a Card (Create Copy) or Create a New Sheet
            • Locking Cards
            • Card State
            • Doc No. Pass-Through
            • Create Translation Cards
            • Copy Card with History
          • Manual Cards
            • Getting rid of ‘(Sheet 1 of 1)’ from Manual Cards
            • Enable Manual Cards
            • Create Manual Cards (individual)
            • Create Manual Cards (Bulk Load)
            • How to upload multiple sheets for manual cards
          • Card to Unit Changes
            • Card to Unit Changes Causes
            • Process Card to Unit Changes
          • Obsolete Cards
            • Obsolete Cards and How to Manage Them
            • Example of an obsolete card
            • Void / Supersede
          • Temporary Cards
            • Temporary Cards
        • Due Dates
          • Initial Submission Dates
          • Turn Around Days
          • Set Date Format
          • Due Date & Expected Date
          • Reference Date Abbreviation Definitions
        • Numbering Formats and Output Settings
          • Header and Footer Format
          • Output Settings
          • Document Auto-Numbering Format
          • Outgoing File Name Format
          • Document Revision Settings
          • Using IF statements
          • IF Statement for Header/Footer
        • Custom Fields
          • Add Custom Doc Code/Card Fields
          • Other Data - Project (Main) Fields
          • Create Lists for Custom Fields
          • Create custom lists for use in custom fields
        • Project Template
          • Project Templates
        • History
          • Document History
          • Edit card history entries
          • Export Individual Card History
          • Move history and active file to a different Card
          • Send/Return Pairs
          • Update Previous Submittal Dates
          • Revert File and Meta-Data
        • Export
          • Saving submittals on your server
          • Bulk Export of Files and Data from Project
        • Prices and Estimates
          • Default Prices
          • Prices and Estimates
        • Completing Projects
          • Completing a Project
      • Workflow
        • Incoming Documents
          • Upload documents
          • Assigning files to document cards
          • Processing Returned Files from Customer
          • Unpack Packaged Cards
          • Bulk Process
            • Bulk Processing for Incoming Documents
            • Matching Tag Numbers in Bulk Process
            • Understanding the Split Parameter in Bulk Matching Process
            • Bulk Assign and its impact on default routing
            • Bulk Processing Default Settings
            • Create Cards and Match
            • Using Regular Expressions
          • Advanced
            • "File is Empty" Upload Error
            • Exceptional File Handling (Skip Processing)
            • Assigning Multiple files to a card
            • Acceptable Native File Types
            • Expected cover pages: In from Supplier/internal
            • Managing number of pages on returned documents
            • Why do I see upload error on the assign screen?
            • Undo assignment on assign screen
            • Individual Page Assign
            • Upload Zip File without Unpacking
            • Comment sheets inside uploaded PDF files
        • Outgoing Submittals
          • Sending Documents (Outgoing Submittals)
          • Distribution Lists
          • Options for outgoing (submittal) notification emails
          • List of Completed Submittals
          • Auto-Reclaim Submittal
          • Void Submittal
          • Advanced
            • Document Workflow
            • Sending documents via Ad-Hoc
            • How to re-submit documents that have been previously completed (approved)
            • Re-Send and Forward Transmittals
            • Log for Sent Emails
            • Send a Separate Submittal per File (Batching)
            • Selecting Email Template
        • Stages
          • Introduction to Stages & Stage Lists
          • Create Stage List
          • Add Stage(s) to Stage List
          • Assign Stage List to Doc Code
          • Stage List Workflow (Example)
          • System Default Stage Lists
          • Set Custom Revision Numbers (Per Stage)
          • Modify Stages from Edit/Assign Screen
          • Update/Change Stage List Mid-Project
          • Stages Library
        • Routing and Actions
          • Assign and Complete Actions
            • Complete an outstanding action
            • Remove an Action
            • Bulk Complete Actions (Routings)
            • Outstanding Actions
            • Edit the Routing of a Card
            • Assign an Action
          • Routing Scenario
            • Routing Scenario
            • Add/Edit Routing Scenario
            • Apply Routing Scenario
            • Apply Different Routing Scenarios Per Stage
            • Assign Internal (user) routings to NULL Cards
            • Set default routing for complete and/or incomplete cards
        • Comments, Markup, and Stamps
          • Document Viewer
          • Apply Stamps
          • Markups on documents
          • Comments (workflow specific)
        • Internal Approval
          • Introduction to Internal Approval
          • Enable Internal Approval
          • Create/Modify Internal Approval Status List
          • Enable Internal Approval on Stage List
          • Apply Internal Approval Stage List to Doc Codes
          • Internal Approval Workflow (Example)
      • Compilations
        • Create
          • Create a Compilation
          • Overview of Compilation Options
          • Attach Compilation/TOC to a Doc Code
          • Change Compilation Level
        • Options and Layout
          • Sorting and Grouping
            • Sort Cards in Compilation
            • Using IF statement for Compilation TOC and Bookmark patterns
            • Compilation Sub-Packages
          • Table of Contents
            • Overview of Table of Contents Options
            • Table of Contents - Examples
            • Adjust Default Table of Contents Styling
            • Use Pre-Established Table of Contents Template
          • Layout and Styling
            • Compilation Structure and Styling Presets
            • Create Reusable Compilation Layout
            • Compilation Templates (and Layout Impacts)
            • Add Compilation Cover Page
            • Add Revision Index to Compilation
        • Send
          • Regenerate Compilation
          • Submit Incomplete Compilation
          • Cannot Regenerate a Compilation (why and how to solve)
      • SDI Reports
        • Add an SDI Report to your project
        • Regenerate SDI Reports
        • Linking an SDI Report to a Document Card
        • Advanced
          • 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
          • Create multiple SDI reports for one project using Worksheet parameter
      • Project FAQ
        • What if my Customer doesn't want the document I just submitted?
        • Project setup when customer sends a detailed document list (with numbers), instead of a list of doc codes
        • Working with Sub-Suppliers
        • Grid Row Colors (Card List)
        • Sub-Supplier List and the Sub-Supplier Override
        • Edit Data via CSV When Using Values Containing Commas or Quotes
        • How to Create a Job and Assign it to multiple projects
        • Create a Weld Log (and generate weld cert/weld procedure packages)
        • Remove Special Characters from CSV
    • Multi-Project Screens
      • Project Dashboard
        • Project Dashboard Overview and Tile Layout
        • Project Hub
        • Configure Lenses on the Dashboard
        • Multi-Project Tiles
      • Reporting
        • Metrics and Assignment Activity
          • Project Metrics
          • Project Metrics - Description of each metric
          • Assignment Activity (By User)
        • Multi-Project Card Report
      • Expediting
        • Enable Expediting for a Project
        • Configure Expedite Reports
        • Run the Expedite Process and Send Emails
      • eSignatures
        • Generate (or upload) eSignature Certificates
        • Set eSignature requirements per Doc Code (or Card)
        • Apply eSignatures to Outgoing Submittal
        • Signing files with eSignature (User action)
    • Templates
      • PDF/CSV/XLS Templates
        • Create
          • How to Create Templates
          • Template Troubleshooting, Tips and Tricks
        • Upload and Test
          • Upload Templates into DocBoss
          • Testing Cover Pages
          • Testing Transmittal Templates
        • Use
          • Select Transmittal Templates on Project
          • Select Cover Page Templates and Settings on Project
          • Add Stamps
        • Template FAQ
          • Show un-licensed employee names in submittal history
          • Edit the Default Overdue Cards Report
          • Stage Abbreviation Adders (inside the status list)
          • Add a Logo to Transmittal
          • Template-Specific Date Formatting
          • Keep Hyphenated Values on a Single Line in Template Output
          • Using Crop and Lock and Screen Ruler to Help Convert Templates
      • Email Templates
        • Create a New Email Template
        • Formatting HTML email templates (and signatures)
    • Library
      • Library Documents
      • Connect Library Documents to Doc Codes or Cards
      • Edit Library Cards
      • Review Expired Documents
      • Add Custom Library Fields
      • Export / Import Instance Library
      • Material Test Report (MTR) Management
        • Store Material Test Reports (MTRs) in the Library
        • Advanced Library Queries (Pattern Search) for MTRs
        • MTR Packaging & Management in DocBoss
    • Admin
      • Enable Support Access
      • Getting Started with DocBoss (for Program Administrators)
      • System Setup
        • Instance Default Settings General
        • Merge / Split Instance(s) Transition Process
        • Adding Instance Logos
        • Delivery Mediums
      • User Management
        • User Roles
        • Bulk Add/Edit Users
        • Enable Affiliate Permissions for a User
        • Automated email reports from user profile
        • Change CSV Delimiter (correct CSV data not showing as separate columns)
        • User Profile
        • Manage Users
        • Add Users / Edit / Disable Users
        • User Permissions
        • Enable Security Permission for a User
        • Set Commercial Contact
      • Email Send Address
        • Sending email from a custom domain
        • Setting the FROM: Email Address
      • Application Programming Interface (API)
        • API Documentation
        • Create API access credentials (per application)
        • API FAQ
          • Using "Create Project" API Call
      • Security
        • Security Settings
        • Multi Factor Authentication (MFA) for Users
        • Multi Factor Authentication (MFA) for Submittal Recipients
        • Single Sign-On (SSO) and User Provisioning
          • Microsoft Entra ID (SSO and User Provisioning)
          • Okta (SSO and User Provisioning)
          • Ping (SSO and User Provisioning)
          • SSO FAQ
            • How do I transition to SSO without disrupting users?
      • Customization
        • Outgoing File Naming Rules
        • Packages Layout
        • Ignored Values
  • Videos
    • DocBoss Overview Videos
    • Quick Tips Videos
  • FAQ
    • What do I do if I forgot my password?
    • General FAQ
      • Can my customer use DocBoss to markup documents?
      • How can I create a digital twin of a project?
      • How can I create a stage that is only for internal routing?
      • How can I correct date errors in CSV/Excel import files?
      • How can I make my final books VDI 2770 compliant?
      • How can I recreate external submittal history?
      • How can I resolve dash/hyphen keyword search issues?
      • How can I upload an older revision of a document?
      • What are the key terms used in DocBoss?
      • What if I have multiple orders to manage in a single DocBoss project?
      • Why does my document look strange in the viewer after upload?
      • Why is my card or document missing?
      • Why isn't my compilation showing in the outgoing submittals area?
      • Why is my user not appearing in the default user list?
    • Resources
      • Test Your Knowledge (DocBoss Topics List)
      • Using Cover Page Variables to Build Source Documents
      • Why DocBoss (for YOUR customers)
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Sorting and Grouping

Table of Contents

Layout and Styling

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