Affiliate
Internal company in DocBoss. Multiple affiliates can be used to separate divisions of a company.
Auto reclaim
Way to apply a return status to documents when customer has not returned a copy of the file
Bulk match
Feature that automatically matches which documents should go in each card
Card
Object that contains all of the metadata and revisions for a document
Card list
List of documents on a project. Each card contains all of the metadata and revisions for a document.
Card to unit changes
Process to manage cards that were in progress prior to equipment list changes
Compilation
Package of documents that are submitted to the customer in a single file, usually as a PDF with a table of contents
Doc code list
List of codes required by the customer on the project.
eSignature
Digitally sign documents before submittal to customer
Expediting
Send reports to customers, sub-suppliers, and users listing coming due/overdue documents
Internal approval
When enabled on a stage, each document must receive an 'approved' status internally before being sent to the customer
Level
The value that DocBoss uses to create cards from doc codes. For example, if the customer requires one drawing per tag, use "tag" as the level for the drawing doc code.
Markups
Add markups and comments to documents in the DocBoss viewer
Native files
Version of a document in a secondary file format, typically the format of the program the file was created in
Obsolete cards
The "recycle bin" of DocBoss. Manage and restore deleted manual cards or auto generated cards which have had their linked equipment removed from the order.
Package documents
Way to manage documents like drawings and MTRs individually, but automatically package them into a single PDF (including bookmarks and hyperlinked table of contents) for submittal
Project Dashboard
Visual representation of document status and location across multiple projects
Project template
Collection of settings applied to a project when it is created. Can be modified during project.
Return status
The approval status assigned to a returned document by a customer (ie. 1 - Approved).
Routing
Feature to assign files to other DocBoss users for review
Routing scenario
Method to automatically assign documents to different users for review based on situation/return status
Stage
Full workflow cycle a document goes through in a single issue purpose (IFA, IFI, etc.)
Stage list
Collection of one or more stages that represents the full lifecycle of a document (IFA-IFC-IAB, IFR-IFF, etc.)
Stamp
Template applied directly on a document rather than as a separate page. Often used for drawing or approval stamps.
Submittal
The package of documents sent from DocBoss.
Temporary card
Card that has temporarily split to allow users to track simultaneous submissions or workflows for a single document
Transmittal
The file listing all of the documents included in a submittal package.
Unpacking
Return packaged documents to DocBoss, automatically splitting up the contained documents back into their individual cards
Vendor portal
Give your vendors and customers access to download and make submittals directly through a simplified DocBoss portal