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Created On: 05/03/2023
in Release Notes Older Releases Affiliates
Add time zone for affiliate
Previously, the time zone was configured for the entire instance. As affiliates are often used for parts of a company in different parts of the world, we have added the ability to set affiliate-specific tim...
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Created On: 05/01/2023
in Docs Admin System Setup Recommendations for splitting or combining multiple instances of DocBoss.
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Sometimes users may receive a "File is empty" error message when trying to upload a file to DocBoss.
Common issues and resolutions are listed below:
The file does not contain any information (size is 0 kb)
Ensure that the correct file is ...
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Created On: 04/27/2023
in Docs Library
The steps below explain how to export and import an existing collection of documents in an instance's library.
For instructions on adding new files to the library, see here .
Export library documents and metadata
From the system men...
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Created On: 04/26/2023
in Docs Admin User Management Overview of user role types and their associated permissions.
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Created On: 04/25/2023
in FAQ General FAQ
There are various types of dashes and hyphens used in text. While these can look very similar, they are actually different characters.
For users using a keyword search in DocBoss, if they are not using the same character used in the data entere...
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Created On: 04/20/2023
in Docs Admin User Management Bulk add or edit users via Excel.
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Created On: 03/16/2023
in FAQ General FAQ
If unsure where a card is, try out the troubleshooting steps below.
Topics
Cannot find card in Incoming Documents
Cannot find card in Outgoing Submittals
Cannot find card in Card List
Card has incorrect document
Can...
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The horizontal upload feature works a bit differently than the standard DocBoss equipment upload process. For troubleshooting tips, see the topics below.
No option to enable horizontal upload on CSV import
Horizontal layout is only av...
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This article explains how to format an equipment list file for upload using the horizontal layout feature.
Topics
Set up import file
Add equipment units
Define sub-line lettering
Working with incomplete equipment lists ...