Popular Articles

  1. Edit Merged 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...
  2. Set Custom Revision Numbers (Per Stage)

    Custom revision values can be set for each stage on any given stage list to suit your company's process and/or your customer's requirements. This custom value will define the first  revision number, with subsequent revision numbers being set manu...
  3. Template Troubleshooting, Tips and Tricks

    General recommendations Although most of the basic Excel features are supported in templates for Docboss documents, not every feature can be used. There are also some differences when building templates that would be output as PDF (usually v...
  4. Enable Manual Cards

    How to Enable Manual Cards To add manual cards to a project, you must first ensure the manual card module has been enabled in your project. To find this option, navigate to Project menu > Set Up > Project Fields Template. From here, ...
  5. Release - April 2019

    Project Hub Whew! Carrying on with the tiles available on the project dashboard, the project hub is a new landing page designed to provide actionable data for your document controllers. What documents are overdue, and who is behind on the requir...
  6. Store Material Test Reports (MTRs) in the Library

    Material Test Reports (MTRs) can be stored in the DocBoss library for use on individual projects. The benefits of this include: Separate workflow for users managing MTRs and users managing projects Central repository and master source ...
  7. Secondary Codes

    Secondary Doc Codes can only be added to Manually created Cards. Secondary codes cannot be added to auto-generated cards. When creating a manual card, the secondary code(s) can be chosen in the "Create a New Manual Card" screen, as shown bel...
  8. Signing files with eSignature (User action)

    Step 4 of the eSignature process.
  9. Move history and active file to a different Card

    There may be some situations when a Card needs to be dismissed but the history and file still needs to be used in a different card. e.g. A Merged Set which contain cards related to Tag1, Tag2, Tag3 was sent and reviewed by the customer. ...
  10. Multi Factor Authentication (MFA) for Users

    Enable To enable Multi-Factor Authentication (MFA) your security enabled user should navigate to the security settings screen. Note that only the users with security settings will see this interface. Admin > Security Settings. Settings 1. ...