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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...
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When a NULL card has been routed to a DocBoss user(s) (either using a NULL routing scenario or manually), the action due date will be set in one of two ways: If there is a customer due date set: The action due date will be set to the same da...
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Created On: 12/01/2025
in FAQ General FAQ DocBoss provides a variety of different reporting options for different purposes. This article summarizes each of the available options (both at the project and system level), outlines the information included in the report, indicates the intended p...
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Created On: 11/21/2025
in Articles Getting Started
Card List
Icon
Name
Definition
Create Copy
Creates an exact duplicate of a card that is auto-linked to the same equipment/units (see article ). *Note - The document number will be the same but with a new seque...
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Created On: 10/28/2025
in FAQ General FAQ
When using a pre-established table of contents (TOC) template, it is uploaded as a section title page and the compilation structure is moved within one overarching section (see instructions: Use Pre-Established Table of Contents Template ). In ...
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Created On: 10/16/2025
in FAQ General FAQ
In some browsers (e.g., Firefox), the grid scroll bars may be hidden and only appear when hovering over the bottom of the grid. To ensure that the scroll bars are always visible, there is local (computer) accessibility option to always show s...