Popular Articles

  1. Add Equipment

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Equipment List Manage Equipment
    Navigate to the Equipment List Equipment (with related tags) must be entered into DocBoss to enable card creation. Navigate to Equipment List Project Hub > Equipment: Equipment List Select Tagged Eq...

  2. 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...

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

    Last Updated: 12/05/2024 in Docs Projects Compilations 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...

  4. Microsoft Entra ID (SSO and User Provisioning)

    Last Updated: 11/15/2024 in Docs Admin Security Single Sign-On (SSO) and User Provisioning
    Single Sign On (SSO) is available for DocBoss. If enabled, users with the company domain will be redirected to their identity provider to sign in to access DocBoss. The instructions below outline how to set up SSO with DocBoss when using Microsoft ...

  5. API Documentation

    Last Updated: 10/28/2024 in Docs Admin Application Programming Interface (API)
    Documentation Access The link is based on your DocBoss login system: https://system[].docboss.com/documentation/api i.e. for System1, the link is: https://system.docboss.com/documentation/api i.e. for System5, the link is: https://sy...

  6. 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...

  7. Using "Create Project" API Call

    Last Updated: 01/17/2025 in Docs Admin Application Programming Interface (API) API FAQ
    The  Create Project call can be used to automatically trigger project creation in DocBoss when an order is added to an external system. When a doc control user creates a new project in DocBoss, they typically have information from the Vendor Doc...

  8. Process Card to Unit Changes

    Last Updated: 03/03/2025 in Docs Projects Set Up and Manage Cards Card to Unit Changes
    Overview Sometimes, users may need to make changes to the Equipment List after documents have been submitted. Some situations where this could happen are: A project change order has been received A new piece of equipment has been added ...

  9. Attach Compilation/TOC to a Doc Code

    Last Updated: 04/17/2025 in Docs Projects Compilations Create
    Compilations/Table of Contents (TOC) are initially configured as stand-alone documents that are linked to ALL equipment units. In order to include these documents in a submittal and/or manage the level at which these documents are generated (e.g...

  10. Company Status Lists

    Last Updated: 09/16/2024 in Docs Companies and Contacts Company Setup
    Add customer approval status lists (or internal lists to track customer approval statuses).
Copyright © 2024 DocBoss. All rights reserved.