New Articles

  1. Working with Grids

    Sort, filter, and change view options in grids.
  2. Release - Oct 2022

    Workflow Parallel Routing: Select multiple users per role Users may now assign routing to multiple people for each role. All users must complete the review for it to proceed to the next role. 1 - each user appears in a removable bloc...
  3. Sub-Supplier List and the Sub-Supplier Override

    When it comes to the sub-suppliers associated to a given card, the Sub-Supplier List determines search and output text. When it comes to defining the sub-supplier list - there are two options. the auto-defined values, and an override. Auto...
  4. How can I make my final books VDI 2770 compliant?

    VDI 2770 is a German standard for final submittal of vendor documentation. The focus is on FINAL PACKAGES, not the day-to-day submittals for approval etc. The goal of VDI compliance is to create a stand alone package PER TAG. There will be many...
  5. Bulk Export of Files and Data from Project

    Current Files from a Single Project Bulk download Users can extract the most recent file from multiple cards via the Bulk Doc Download  function on the card list. Navigate to the card list for any project, select the card(s) you want to include ...
  6. How can I recreate external submittal history?

    There are times when a project has been started outside of DocBoss, and you want all submittal history to be brought into the system. Maybe you just enrolled with DocBoss and have a large project just underway. It is possible to recreate your sub...
  7. Release - July 2022

    User options Allow admin to define which users can access extended support Admin users are now able to choose which users have access to DocBoss Extended Support through the Manage Users screen. Define user responsible for contract On ...
  8. How can I create a digital twin of a project?

    The digital twin (or design one, build many) concept has been used in various large projects. Often you will be asked to resubmit documents which have already been used on previous projects, and reference the previous document numbers etc. In t...
  9. Compilation Structure & Styling Presets

    Instructions to create and use a compilation/package preset. Directions for updating a pre-existing preset and switching to a different present are also provided.
  10. Disable Equipment

    To delete/disable equipment from your equipment list, there are a couple of options. For single changes, you can click the delete icon. For multiple pieces of equipment, you can select them using the select boxes then click Disable S...