Popular Articles

  1. Release Notes - December 2024

    Last Updated: 12/02/2024 in Release Notes Current Releases
    Here's a list of updates found in our December 2024 release! Highlights include a quick way to create manual cards for unmatched files ,   updates to the Library , and more streamlined navigation . Projects (Individual) Incoming and Outgoing D...

  2. Adding a New Company

    Last Updated: 09/16/2024 in Docs Companies and Contacts Company Setup
    Add sub-suppliers, customers, and end users.

  3. Sending email from a custom domain

    Last Updated: 09/16/2024 in Docs Admin Email Send Address
    Provide these instructions to your IT department to allow use of your company's email addresses as a sender in DocBoss.

  4. Library Documents

    Last Updated: 02/13/2025 in Docs Library
    The Library is a space to store documents that can be reused. This can be useful for documents that are unchanging between projects, including (but not limited to) Instruction Manuals, Brochures, MTRs, Welder Cert’s, and Procedures. To a...

  5. Project Main

    Last Updated: 10/23/2024 in Docs Projects Set Up and Manage Create Project
    The Project Main screen is where many of the project options are configured. This article explains the various options available on this page. The first time a project is started, this screen defaults to the Quick Start  form.  Selecting  Show A...

  6. Edit Cards via CSV file

    Last Updated: 11/18/2024 in Docs Projects Set Up and Manage Cards Edit Cards
    DocBoss allows users to make changes to existing data in the Card List using a CSV (excel) file. When you download the file for the first time the data can be a bit overwhelming - Don't let that scare you! Once 'Add/Edit Data via CSV' is cli...

  7. How to Create Templates

    Last Updated: 11/13/2024 in Docs Templates PDF/CSV/XLS Templates Create
    Steps for creating a template.  Must be in excel format Any cells where the output data is to be defined by DocBoss , must have applicable variable entered You must set your print area (remember to include the last column) ...

  8. Cannot Regenerate a Compilation (why and how to solve)

    Last Updated: 12/05/2024 in Docs Projects Compilations Regular Send
    When DocBoss regenerates a compilation (only in the case where it is lined to a code), the process includes updating the active file in the linked cards. But - what if you have already received an approved compilation back from your customer? Ce...

  9. Sub-Supplier Portal (supplier view)

    Last Updated: 09/16/2024 in Docs Companies and Contacts Vendor/Customer Portal
    The following describes what your suppliers see when they access the portal. Note the URL you use to login - your suppliers will go to that same URL (i.e. could be system,2,3,4.docboss.com). They will enter their email address and password as y...

  10. User Roles

    Last Updated: 02/13/2025 in Docs Admin User Management
    Overview of user role types and their associated permissions.
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