Popular Articles

  1. Completing a Project

    Last Updated: 05/07/2025 in Docs Projects Set Up and Manage Completing Projects
    To complete a project in DocBoss, navigate to Project Menu > Set Up > Main.  In the bottom right, click the button to "Complete Project". If all cards are in a complete status, the project will be completed. If any cards are not in a complet...

  2. Why do I see upload error on the assign screen?

    Last Updated: 09/16/2024 in Docs Projects Workflow Incoming Documents Advanced
    If one of your files is corrupt, or the PDF is incorrectly formed, we will report this by showing you an error in the file staging area of the assign screen. You can delete the offending file and reupload, or, if the problem persists, try prin...

  3. Enable Internal Approval on Stage List

    Last Updated: 07/04/2025 in Docs Projects Workflow Internal Approval
    Instructions for adding an internal approval stage to a stage list (both at the admin and project level). Workflow customization options are also explored.

  4. Getting rid of ‘(Sheet 1 of 1)’ from Manual Cards

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Cards Manual Cards
    "Sheet Adder" was created to allow users to count the number of sheets on the Manual Cards (i.e. sheet 1 of 1 if only one Card). Sheet Adder is included in the internal document number but it can be removed from the Project Fiel...

  5. Expected cover pages: In from Supplier/internal

    Last Updated: 09/16/2024 in Docs Projects Workflow Incoming Documents Advanced
    When processing files returned from the customer, DocBoss expects that the page count has NOT changed. All details are explained here . BUT, when processing documents returned from supplier default "expected cover pages" value is always set t...

  6. 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 ...

  7. Instance Default Settings General

    Last Updated: 07/04/2025 in Docs Admin System Setup
    Customize default settings for all projects.

  8. Delivery Mediums

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

  9. Multi Factor Authentication (MFA) for Submittal Recipients

    Last Updated: 09/16/2024 in Docs Admin Security
    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. ...

  10. Packages Layout

    Last Updated: 09/16/2024 in Docs Admin Customization
    In DocBoss now it is possible to set a default “Packages Layout” that can be used in all projects. To set the default layout for packages navigate to Settings > Customization > Package Layout Quick General Settings Compilation ...
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