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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...
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Created On: 08/15/2025
in FAQ Quick Tips Videos
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Created On: 08/15/2025
in FAQ Quick Tips Videos
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Created On: 08/15/2025
in FAQ Quick Tips Videos
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Created On: 08/15/2025
in FAQ Quick Tips Videos
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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...
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Created On: 08/11/2025
in FAQ
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Information about the internal approval-related information in the workflow pop-up
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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: ...
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Created On: 07/23/2025
in FAQ General FAQ
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...