New Articles

  1. Apply Stamps

    This article explains the steps to applying stamps. Please keep in mind, for the stamps to show on the documents (not just a preview), they must be sent via outgoing submittals. It is during this process DocBoss adds the stamp you apply to the doc...
  2. Modify Stages from Edit/Assign Screen

    When bringing in/returning a document, the stages of the selected stage list will appear in "Status and Routing" section of the processing form.  The information provided is as follows: 1. The stage list that is set for the card. 2. The stag...
  3. Create Manual Cards (individual)

    Users may now add manual cards to their projects, even when just using the tagged equipment units. First - ensure the manual card module has been enabled on your project . Add Cards To add an individual card, click the + in...
  4. Release - September 2018

    Manual Cards for Tagged Equipment Add Manual cards (link to either major tags or tagged equipment) Manual cards allow users to add (or upload) cards, while manually selecting the appropriate doc codes, and tags. This function has existed strictl...
  5. Sending documents via Ad-Hoc

    Ad-Hoc submittals are special, in that they do NOT affect the workflow of your documents. It is simply a way to get documents to anyone outside the company, recording they were sent, and leaving the status/stage etc unaffected. They should be r...
  6. Split a card (and split equipment list)

    On auto-created cards, you can split a card into two, and assign specific units to each card. Navigate to the card list, and click the split icon. From the pop up, click create new card. The internal references for the cards will ...
  7. Release - May 2018

    Major Feature - Approve Supplier Documents In addition to tracking customer status for each card, you can now manage an internally focused approval process for supplier documents. You define a set of statuses, and when documents arrive from your s...
  8. Template-Specific Date Formatting

    Default date format For any template variables including dates, the formatting of the date will default to the date format chosen for the project. This can be changed under Project Menu > Main > Settings > Date format . To change...
  9. Process Card to Unit Changes

    Overview Sometimes, users may need to make changes to the Equipment List after documents have been submitted. Some situations where this could happen are: A project change order has been received A new piece of equipment has been added ...
  10. Can my customer use DocBoss to markup documents?

    We've had customers ask if their customers might use the review functions - avoiding submittals entirely. Here are our thoughts: The routing doesn't have the same level of historical reporting. With submittals, the date out, date return...