-
If receiving both primary and native files, the files can be assigned and processed in bulk using a "batching" method. Follow the steps below to get started: 1. Upload and match primary files To start the process, upload the primary files to the...
-
Headers/footers can be manually applied to individual cards on the card list. This feature provides the option to apply headers/footers on cards without having to submit them, which is useful for cards that will not be submitted individually but d...
-
Here's a list of updates found in our September 2025 release. Project Template Updates To simplify the user experience and improve consistency across the DocBoss system, the project template interface has been refreshed to display sections in ...
-
If your company prefers to complete their internal document review outside of DocBoss (using a service such as Bluebeam, Adobe Pro, etc.), you can still manage the documentation in DocBoss. To do this, we recommend following the process below.
...
-
To generate data from a custom field on a template, the custom field ID number will need to be determined. To identify the ID number, navigate to Project Menu > Set Up > Project Configuration . Navigate to the "Fields & Equipment Types" tab ...
-
To provide an overview of a single stage workflow, a common scenario is outlined below. A common scenario is as follows:
1. A document is issued for customer approval (IFA) - Document return expected 2. Once approved by the custo...
-
Created On: 08/15/2025
in FAQ Quick Tips Videos
...
-
Created On: 08/15/2025
in FAQ Quick Tips Videos
...
-
Created On: 08/15/2025
in FAQ Quick Tips Videos
...
-
Created On: 08/15/2025
in FAQ Quick Tips Videos
...