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Created On: 07/07/2025
in Articles Admin Security
The Authentication Log provides an overview of who has accessed your DocBoss system, and when access was provided. This tool provides admin (+ security) users with additional transparency and visibility into who is accessing DocBoss on a day-to-...
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For troubleshooting purposes, such as identifying when a particular action was taken, or what occurrences led to the state of a card, the history record of all cards can be exported. To access the export option, navigate to Project Menu > Index ...
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Created On: 06/25/2025
in FAQ General FAQ There are a few common explanations for reduced upload speed performance: A. Your network is checking every file before uploading To test if this is the cause, do the following: 1. Drag/drop 25-50 files into the incoming submittals area and recor...
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Created On: 05/07/2025
in Articles Getting Started
The sections below walk through the DocBoss features in the order they are found in the menus. There are three menus you'll be working out of:
Logo menu (from the DocBoss logo on the top left of all screens)
Project menu (on the top le...
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If statements can be used for header/footer patterns to draw different values for different conditions (e.g., drawings require a different heading than all other documents). In these situations, creating a custom doc code/card field can provide ad...
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The stage library is a list of pre-defined stages that can be added to stage lists. Note: Stages added to this library can only be added via the stage list editor on individual cards and cannot be added to general stage lists.
To acc...
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Published On: 04/07/2025
in Articles Admin User Management Instructions for setting a user as a commercial contact (i.e., a user responsible for contract-related activities)
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If your customer updates their requirements mid-way through an active project, is is possible to update stage lists to align with the updated requirements. Changing Stage Lists If a stage list is being actively used on the project, it can no lon...
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Created On: 04/07/2025
in Articles Projects Project FAQ Instructions for how to remove special characters from CSV exports (e.g., card list, equipment list, etc.).
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To provide an overview of the stage list 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 custome...