New Articles

  1. Add a revision index to packages and compilations

    It is often useful to identify which cards have changed when resubmitting a package or compilation to your customer. With a revision index page, DocBoss will check each card included in the package/compilation. If the card has changed (identified ...
  2. Comment sheets inside uploaded PDF files

    When you bring in a file from the customer and they return it with a comment page in the file, you can identify the comment page in the assignment screen. Once identified, DocBoss allows the user to determine the sequence of comment and markup she...
  3. Exceptional File Handling (skip processing)

    Manage large and/or specialty PDF files.
  4. Assigning Multiple files to a card

    Assign active, native AND comment files from the file staging area (multi drag/drop) When assigning files, if the user multi-selects 2 or more files and drags them onto a card, DocBoss will ask for the destination for each file. This allows you...
  5. Enable Support Access

    Allow DocBoss Support to access your instance for troubleshooting and help with questions.
  6. What do I do if I forgot my password?

    Steps to reset your password.
  7. Job based Supplier Document Indexes

    To run an SDI report for multiple projects, you will need to have assigned the "Job" to each of the projects you want to include in the report. For information on creating and assigning jobs, see our article here. Once you have assigned ...
  8. How to Create a Job and Assign it to multiple projects

    Create a Job Creating a "Job" allows you to group multiple projects together for reporting and searches. For example, if you have two projects for a customer and you want to report across both projects, enter a job number on Project 1 and enter...
  9. Using IF statement for Compilation TOC and Bookmark patterns

    IF statements can be used to apply patterns based on if a card falls into a certain requirement. For example, If a card type is manual, display as X, if a card type is auto-generated, display as Y. An example of when this would be used is ...
  10. Release - August 2021

    Working in the Project Uploading Files Upload multiple files to a card Assign active, native AND comment files from the file staging area (multi drag/drop). Click here for more information. Exceptional file handling (skip processing) ...