New Articles | Page 8 | DocBoss Support Site

User Roles

Created On: 04/26/2023 in Docs Admin User Management

Overview of user role types and their associated permissions.
How can I resolve dash/hyphen keyword search issues?

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...
Bulk Add/Edit Users

Created On: 04/20/2023 in Docs Admin User Management

Bulk add or edit users via Excel.
Why is my card or document missing?

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...
Horizontal Layout (Equipment List) Troubleshooting

Created On: 02/27/2023 in Docs Projects Set Up and Manage Equipment List Horizontal Equipment List Upload

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...
Build Import File for Horizontal Layout

Created On: 02/24/2023 in Docs Projects Set Up and Manage Equipment List Horizontal Equipment List Upload

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 ...
Edit Merged Cards

Created On: 02/17/2023 in Docs Projects Set Up and Manage Cards Edit Cards

Sometimes, users may need to edit merged cards . In the Card List , select the Edit icon from the Tools column in the row for the merged card. (This can be done from other screens that show cards as well, but the options layout is somewha...
Apply Routing Scenario

Created On: 02/16/2023 in Docs Projects Workflow Routing and Actions Routing Scenario

After creating routing scenarios , users can apply them to doc codes or cards. Apply routing scenarios to doc codes (individual) If a routing scenario is available to use on a project already, select it from the Routing Scenario drop...
Add/Edit Routing Scenario

Created On: 02/16/2023 in Docs Projects Workflow Routing and Actions Routing Scenario

This article explains how to add or edit routing scenarios. For an overview of routing scenario functions, see this article first. Topics Add routing scenarios Edit routing scenarios Add/edit routing scenarios for all new pro...
Apply Different Routing Scenarios Per Stage

Created On: 02/16/2023 in Docs Projects Workflow Routing and Actions Routing Scenario

If using stage lists with multiple stages, it is possible to assign a different routing scenario to each stage the documents pass through. First, ensure the correct Stage List is selected for the doc code (or card). If needed, save to apply t...