Popular Articles

  1. Edit Data via CSV When Using Values Containing Commas or Quotes

    Save file as CSV (Comma delimited) To get proper format of CSV file for further uploading to Docboss - please save your file using Save As ->CSV (Comma delimited) option. Multiple values cell If CSV file contains cells where multiple...
  2. Bulk Complete Actions (Routings)

    When working with a large number of assigned actions, users may prefer to complete actions in bulk. This also has other applications such as completing actions on behalf of another user. This option must first be enabled under the user's pro...
  3. Export / Import Instance Library

    The steps below explain how to export and import an existing collection of documents in an instance's library. For instructions on adding new files to the library, see here . Export library documents and metadata From the system men...
  4. Default Prices

    When working with Prices & Estimates , Admin users can set default prices and add new pricing segments under Admin settings. Admin and Full users can also set default prices for specific customers under the companies' profiles. Global...
  5. How can I create a digital twin of a project?

    The digital twin (or design one, build many) concept has been used in various large projects. Often you will be asked to resubmit documents which have already been used on previous projects, and reference the previous document numbers etc. In t...
  6. Multi-Project Tiles

    Create dashboard tiles with stats from groupings of projects.
  7. Turn Around Days

    Turn Around Days Turn Around Days are used to determine the default count of working days for due dates. The settings for these can be adjusted on projects under  Set Up > Main > Turn Around Days . Here you can enter the default amount ...
  8. Grid Row Colors (Card List)

    Default Grid Row Colors There are two default grid colors that will appear in the Card List in the following situations: Red - If expected return of card is after due date. The system compares the Due date and Expected Date columns a...
  9. Creating Cards with Custom Equipment Lists

    Setting up levels is one of the most important functions in DocBoss. Please review this article to learn more about how they can help you to build the Card List and link units to cards. As you are aware, DocBoss has a set of DEFAULT leve...
  10. Acceptable Native File Types

    To eliminate malicious file uploads, DocBoss maintains a list of uploadable file types. If your file is not on this list, you will receive an error on upload. If the file is valid, please contact support. Once we manually validate the file type...