Popular Articles

  1. Bulk Assign and its impact on default routing

    Some of the default routing which can be applied by DocBoss is applied in the background (when card changes stage). Some of it is applied only on the assign interface. Here is a description of the impact of bulk assign on default routing options: ...
  2. Output Settings

    This section allows you to select your templates (to use for outgoing documents, Cover Pages, Transmittals, Transmittal Emails, etc). If your customer has a specific template that they have requested you will have to set it up and uploaded it prio...
  3. Individual Page Assign

    DocBoss allows the user to select individual pages from a multi-page pdf, and assign them to separate cards. Select and assign Click on Thumbnail OR Use selection on top left of thumbnail The selected pages will have a yellow bord...
  4. Apply Internal Approval Stage List to Doc Codes

    Instructions for setting internal approval stage lists on doc codes (both at the admin and project level). Routing scenarios are also explored.
  5. 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...
  6. Edit Library Cards

    Edit library cards (individual or bulk).
  7. Project setup when customer sends a detailed document list (with numbers), instead of a list of doc codes

    There is a temptation to upload the customer document list to the DocBoss CODE LIST, putting doc numbers as doc codes. This generally causes confusion in DocBoss as every card is linked to every piece of equipment (order level), and the outputs fo...
  8. 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...
  9. Change CSV Delimiter (correct CSV data not showing as separate columns)

    Correct CSV data not showing as separate columns.
  10. Comments (workflow specific)

    There is a distinction in DocBoss between Comments and Markups . Comments are not embedded in the document. They are a generic area to add descriptive text about the file. If specific reference to the document is required, markups are a bett...