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Manage large and/or specialty PDF files.
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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...
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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.,...
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Mark a project as confidential in order to allocate permissions to the project individually.
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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...
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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...
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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...
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Here's a list of updates found in our December 2024 release! Highlights include a quick way to create manual cards for unmatched files , updates to the Library , and more streamlined navigation . Projects (Individual) Incoming and Outgoing D...
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The Crop and Lock and Screen Ruler tools available with the Microsoft PowerToys collection can be used to more efficiently convert Word files to Excel templates. To use these tools effectively, first you must convert the received template fro...
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RegEx (regular expression) patterns are a standard type of coding used to match text. In DocBoss, you can use RegEx to parse card metadata from the file names when using the Bulk Processing and Create Cards and Match features. Formatting p...