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The Add Doc Code to Project call can be used to add doc codes to the code list on a pre-existing project in DocBoss. The doc codes than can be added must already exist on the company doc code list selected for use on the project. New doc co...
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Sometimes, the full workflow required for a document is unknown OR the workflow takes a different path than what was set up initially. In cases like this, a different stage list can be selected after completion of the current stage. Once a compl...
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Created On: 01/19/2026
in FAQ General FAQ
If the sub-supplier cannot view the project in the portal, confirm the following: Is the project marked hidden OR complete? If the project is hidden on considered completed, the portal will not appear in the supplier's project list. To con...
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Created On: 01/12/2026
in FAQ General FAQ
By default, reviewer users do not have the ability to (a) create new incoming submittals, (b) upload files to pre-existing incoming submittals, and/or (c) assign files to cards within incoming submittals via Incoming Documents. However, reviewer...
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Here's a list of updates found in our December 2025 release. Highlights Dynamic routing scenarios: Routing scenarios can now have roles selected without choosing specific reviewers. When the scenario is applied, the current RoleX users fro...
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Created On: 12/04/2025
in FAQ General FAQ
Auto-generated cards have their tagged equipment (and major tag(s), if applicable) automatically applied based on the level that is set on the doc code. Example: Doc code level is set to "Item/Model." As such, each card will include the tagged...
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Conditional formatting can be used to highlight specific values once generated in DocBoss. Conditional formatting can be used both when referencing specific cells, or referencing a different cells / in arrays. Referencing a specific cell If high...
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Created On: 12/03/2025
in FAQ General FAQ
For each customer, a return status list is entered and each status is defined as either "complete" or "incomplete" to indicate cards which require further action, and cards where no further action is required (see article: Company Status Lists )....
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Created On: 12/03/2025
in FAQ General FAQ
There are two ways to have DocBoss appear in dark mode: 1. Using a contrast theme (system settings) Applying a contrast theme will adjust the colouring of anything that appears on your screen. On Windows, a contrast theme can be applied from S...
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Created On: 12/02/2025
in Articles Getting Started
DocBoss Term
Also Known As
Description
Affiliate *
Internal company, doc control office
Internal company in DocBoss. Multiple affiliates can be used to separate divisions of a company.
Sales order num...