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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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Here's a list of updates found in our short August 2025 release. Projects (Individual) Cover Page / Stamps Column in Card List Grid The selected option for cover pages and stamps (per doc code) is now available to add as a column in the car...
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Created On: 08/11/2025
in FAQ
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Information about the internal approval-related information in the workflow pop-up
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Overview Sometimes equipment units need to be disabled and this affects the existing cards. Changes apply differently to cards linked to both active and disabled units, compared to cards linked only to disabled units. Let's see some examples: ...
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Created On: 07/23/2025
in FAQ General FAQ
Currently, DocBoss does not support maintaining PDF/A format on documents. As a workaround, we recommend starting the submittal without sending an email, downloading the submittal package from the submittal history, and converting the files outs...
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Created On: 07/14/2025
in Articles Getting Started
This article provides an overview of the areas of DocBoss that are especially useful for reviewer users - knowing these key features will set you up for success!
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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 ...