Popular Articles

  1. How can I correct date errors in CSV/Excel import files?

    Last Updated: 09/16/2024 in FAQ General FAQ
    If you are getting date format errors when uploading CSV or Excel files into DocBoss, it is likely caused by Excel's regional settings. Opening a CSV in excel automatically converts any dates using excels expected format. If customers have a requi...

  2. Job based Supplier Document Indexes

    Last Updated: 09/16/2024 in Docs Projects SDI Reports Advanced
    To run an SDI report for multiple projects, you will need to have assigned the "Job" to each of the projects you want to include in the report. For information on creating and assigning jobs, see our article here. Once you have assigned ...

  3. Remove an Action

    Last Updated: 09/16/2024 in Docs Projects Workflow Routing and Actions Assign and Complete Actions
    Once an Action has been applied to a card, it remains in the Outstanding Actions Grid until the Action has been marked complete or REMOVED . You can view all Outstanding Actions (for all projects in your instance) OR you can view Outstanding ...

  4. Release – Jan 2018

    Last Updated: 08/01/2024 in Release Notes Older Releases
    Add stamp to document In some cases, customers require that stamps are placed directly onto the document, rather than the addition of a cover page. DocBoss now allows users to upload stamp templates, and stamp documents. The same variables as us...

  5. Getting Started with DocBoss (for Program Administrators)

    Last Updated: 09/16/2024 in Docs Admin
    Suggestions for transitioning your team to work in DocBoss.

  6. Why is my card or document missing?

    Last Updated: 03/10/2025 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...

  7. Edit Merged Cards

    Last Updated: 09/16/2024 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...

  8. How can I upload an older revision of a document?

    Last Updated: 09/16/2024 in FAQ General FAQ
    Sometimes you may need to send a modified document while the current version is still being reviewed by the customer. An Example: You send revision 0. Someone at the customer side steps outside of the normal doc control process (sometimes ...

  9. Instance Default Settings General

    Last Updated: 04/04/2025 in Docs Admin System Setup
    Customize default settings for all projects.

  10. Delivery Mediums

    Last Updated: 09/16/2024 in Docs Admin System Setup
    Indicate method of submittal delivery on templates.
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