Popular Articles

  1. Enable Expediting for a Project

    Last Updated: 09/16/2024 in Docs Multi-Project Screens Expediting
    Turn on the Expedite module for a project.

  2. Linking an SDI Report to a Document Card

    Last Updated: 09/16/2024 in Docs Projects SDI Reports
    If you want the ability to submit and manage an Index Report in DocBoss you must link the SDI Report to a Document Card. Step 1 - Ensure Doc Code is set to Type = SDI Report Navigate to Code List (Requirements) On the Doc Code fo...

  3. Combination Fields

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Equipment List Advanced
    Create combination columns There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project template, you se...

  4. Assign Internal (user) routings to NULL Cards

    Last Updated: 09/16/2024 in Docs Projects Workflow Routing and Actions Routing Scenario
    Every time a new workflow stage begins, a card is set to NULL status (exceptions exist, but are not typical). Users may want to assign the card to a specific user, responsible to upload that card. This is done using routing scenarios . All ...

  5. Modify Stages from Edit/Assign Screen

    Last Updated: 04/17/2025 in Docs Projects Workflow Stages
    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...

  6. What do I do if I forgot my password?

    Last Updated: 09/16/2024 in FAQ
    Steps to reset your password.

  7. How to re-submit documents that have been previously completed (approved)

    Last Updated: 09/16/2024 in Docs Projects Workflow Outgoing Submittals Advanced
    When a document it is returned by the customer with a status that have "stage complete" and this is the last or only stage, the cards it is marked as complete: Once a card it is marked as complete, there is no further workflow expected....

  8. Apply Stamps

    Last Updated: 01/21/2025 in Docs Projects Workflow Comments, Markup, and 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...

  9. Using IF statements

    Last Updated: 05/02/2025 in Docs Projects Set Up and Manage Numbering Formats and Output Settings
    This article explains how to apply conditions to document auto-numbering, outgoing file name, and compilation pattern formats. The use of parameters is also discussed. Using IF statements for Document Auto-Numbering Format If you have document n...

  10. User Profile

    Last Updated: 07/04/2025 in Docs Admin User Management
    Edit details and permissions for own user or others.
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