New Articles

  1. Edit Sequence Numbers via CSV

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  2. Edit Revision Numbers via CSV

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  3. Edit Document Numbers via CSV

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  4. Compilation Settings

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  5. Release Notes - August 2025

    Here's a list of updates found in our short August 2025 release. Projects (Individual) Cover Page / Stamps Column in Card List Grid The selected option for cover pages and stamps (per doc code) is now available to add as a column in the car...
  6. Quick Tips Videos

  7. Internal Approval Workflow Pop-Up

    Information about the internal approval-related information in the workflow pop-up
  8. Impact of disabled units on the Equipment List

    Overview Sometimes equipment units need to be disabled and this affects the existing cards. Changes apply differently to cards linked to both active and disabled units, compared to cards linked only to disabled units.  Let's see some examples:  ...
  9. How can I send documents in PDF/A format?

    Currently, DocBoss does not support maintaining PDF/A format on documents. As a workaround, we recommend starting the submittal without sending an email, downloading the submittal package from the submittal history, and converting the files outs...
  10. Reviewer User Guide

    This article provides an overview of the areas of DocBoss that are especially useful for reviewer users - knowing these key features will set you up for success! Click to navigate to a section: Login General Navigation Se...