Popular Articles

  1. Add Additional Equipment Type to Project

    On the project fields template, navigate to the "Additional Unit Types" grid, and click the add option. Once added, the new tab becomes available to assign display columns. If you have major tags enabled, you may choose to link the...
  2. Release - February 2023

    User Interface Update grid on the card list The grid has been replaced on the card list. This includes the ability to pin columns, navigate the grid with arrow keys and many more functions. For more detail about our new grids, see here . ...
  3. Release - June 2020

    Security New permission required to access security settings. This must be enabled by the DocBoss team, based on direction from the managing user. User Multi-factor Authentication For a full description of user side MFA, see this pa...
  4. Release – May 2017

    Document upload and assign workflow A picture is worth 1000 words. Here the video of what we have changed. Navigation The navigation preview has been in place for a few months. We hope you’re ready! Most of the structure has remai...
  5. 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...
  6. Compilation and Package Presets

    Users of different groups, project types or affiliates may wish to have different default settings apply to new compilations and packages. DocBoss uses presets to define various setting defaults for NEW compilations and packages created on a gi...
  7. Update Previous Submittal Dates

    Users can update previously submitted documents submittal dates. Updating it on the outgoing submittal will then update the date in the card history and all templates (SDI and in document cover pages added during submittal and also in compilation ...
  8. Reference Date Abbreviation Definitions

    AS : After shipment (based on ship date on equipment list/major tag) BS : Before shipment (based on ship date on equipment list/major tag) AO : After order (based on order date on setup>main) ARAD : After receipt of approved Drawin...
  9. Why does my document look strange in the viewer after upload?

    If you document looks strange in the viewer after upload, it is usually due to a TYPE 1 Postscript font. These fonts are being depreciated by all systems, and will no longer be supported by Adobe as of January 2023 . The most typical example we s...
  10. Multi Factor Authentication (MFA) for Submittal Recipients

    Enable for System 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. ...