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The Project Main screen is where many of the project options are configured. This article explains the various options available on this page. The first time a project is started, this screen defaults to the Quick Start form. Selecting Show A...
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Overview of the internal approval feature, including a common workflow example.
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Overview Sometimes, users may need to make changes to the Equipment List after documents have been submitted. Some situations where this could happen are:
A project change order has been received
A new piece of equipment has been added
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Ensure Manual Cards are enabled on your project, see our article to learn how to enable this function: Enable Manual Cards
To bulk load manual cards, use the "Add/Edit Data via CSV" function. This option is available under the "More Ac...
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Instructions for setting a TOC and/or bookmark pattern using different conditions. Useful when different types of cards require different naming conventions.
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Last Updated: 03/26/2025
in Release Notes Current Releases
Here's a list of updates found in our March 2025 release! Highlights Confidential projects: this option on Project Main blocks access to the project unless a user is specifically added to it under their user Permissions page. (Please note that...
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Sometimes users may receive a "File is empty" error message when trying to upload a file to DocBoss.
Common issues and resolutions are listed below:
The file does not contain any information (size is 0 kb)
Ensure that the correct file is ...
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Customize expediting reports and select expediting recipients.
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Last Updated: 06/23/2025
in Docs Projects Compilations CreateStep-by-step instructions for how to create and build the basic structure of a compilation.
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Add customer approval status lists (or internal lists to track customer approval statuses).