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Edit the Default Overdue Cards Report

Created On: 03/26/2025 in Docs Templates PDF/CSV/XLS Templates Template FAQ

The Overdue Cards Report is an internal tracking tool that users can enable from their profile. The report template format is editable. There is one report format shared across your system, and this can be edited from Output Templates. (Search fo...
Exceptional File Handling (Skip Processing)

Published On: 03/12/2025 in Docs Projects Workflow Incoming Documents Advanced

Manage large and/or specialty PDF files.
Create Manual Cards (Bulk Load)

Published On: 03/12/2025 in Docs Projects Set Up and Manage Cards Manual Cards

Ensure Manual Cards are enabled on your project, see our article to learn how to enable this function: Enable Manual Cards To bulk load manual cards, use the "Add/Edit Data via CSV" function. This option is available under the "More Ac...
Locking Cards

Published On: 03/12/2025 in Docs Projects Set Up and Manage Cards Edit Cards

What does locking cards do? Once a card is locked, DocBoss starts tracking the State and stops that card from being automatically re-numbered. Is a card locked? There is a column on the Card List that displays if a card is Locked. I...
Sending Documents (Outgoing Submittals)

Published On: 03/12/2025 in Docs Projects Workflow Outgoing Submittals

Documents that are available for submission (based on workflow) will automatically move to a queue located on the outgoing submittals screen. The grid in which they appear depends on the workflow target (b y default, it is the customer ). ...
Attach Compilations/TOC to a Doc Code

Published On: 03/09/2025 in Docs Projects Compilations Regular Send

Compilations/Table of Contents (TOC) are initially configured as stand-alone documents that are linked to ALL equipment units. In order to include these documents in a submittal and/or manage the level at which these documents are generated (e.g.,...
Confidential Projects

Published On: 03/03/2025 in Docs Projects Set Up and Manage Create Project

Mark a project as confidential in order to allocate permissions to the project individually.
Release Notes - March 2025

Created On: 02/21/2025 in Release Notes Current Releases

Here's a list of updates found in our March 2025 release! Highlights Confidential projects: this option on Project Main blocks access to the project unless a user is specifically added to it under their user Permissions page. (Please note that...
Library Documents

Published On: 02/12/2025 in Docs Library

The Library is a space to store documents that can be reused. This can be useful for documents that are unchanging between projects, including (but not limited to) Instruction Manuals, Brochures, MTRs, Welder Cert’s, and Procedures. To a...
Using "Create Project" API Call

Created On: 12/16/2024 in Docs Admin Application Programming Interface (API) API FAQ

The Create Project call can be used to automatically trigger project creation in DocBoss when an order is added to an external system. When a doc control user creates a new project in DocBoss, they typically have information from the Vendor Doc...