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When attempting to bulk match files to their corresponding cards, there are four types of errors that prevent successfully matching: (1) file doesn't match any active (required) cards, (2) file has more than one active (required) card that is a po...
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If tracking a secondary revision value, the revision history output on cover pages can be set up to show only the secondary revision record. This is useful when a template includes two revision history tables: one that lists all revisions, and ano...
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If receiving both primary and native files, the files can be assigned and processed in bulk using a "batching" method. Follow the steps below to get started: 1. Upload and match primary files To start the process, upload the primary files to the...
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Headers/footers can be manually applied to individual cards on the card list. This feature provides the option to apply headers/footers on cards without having to submit them, which is useful for cards that will not be submitted individually but d...
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If your company prefers to complete their internal document review outside of DocBoss (using a service such as Bluebeam, Adobe Pro, etc.), you can still manage the documentation in DocBoss. To do this, we recommend following the process below. 1....
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To generate data from a custom field on a template, the custom field ID number will need to be determined. To identify the ID number, navigate to Project Menu > Set Up > Project Configuration . Navigate to the "Fields & Equipment Types" tab ...
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To provide an overview of a single stage 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 custo...
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Created On: 08/15/2025
in FAQ Quick Tips Videos
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Created On: 08/15/2025
in FAQ Quick Tips Videos
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Created On: 08/15/2025
in FAQ Quick Tips Videos
...