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What is an obsolete card: When a locked card loses all of its linked units, it becomes obsolete. See " why would a card lose all of its linked units ?" Examples:
If the Equipment List gets changed
The Doc Code gets changed
The set lev...
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Instructions for adding doc codes to a project, both by importing from the company profile, and adding manually via CSV.
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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 add manual cards, use the "Add/Edit Data via CSV" function. This option is available under the "More Act...
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Topics
Overview
Add affiliate companies
Assign project to affiliate
Affiliate user access
Assign licenses per affiliate
Update user access
Customization per affiliate
Project Templates
Aff...
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Documentation Access To access the API documentation page, navigate to System Menu > Admin > Security Settings. Under the "API Authorization" section, click the "Documentation Page" link. Layout Queries are listed on the left, with data...
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You may now add an unlimited number of global and project specific equipment fields. Global Equipment Fields When you set up global equipment fields they can be used in all your projects. The variables will remain constant, so you can create sta...
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Add doc code lists to companies for use on projects.
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Last Updated: 07/11/2025
in Articles LibraryOverview of what library documents are, and instructions for how to add/edit document types and library card fields.
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When receiving submittals with many files, users may want to use bulk processing to bring incoming documents into DocBoss. Instead of users individually dragging files into each card, DocBoss can automatically match each file to the appropriate card...
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Assign returned files to cards and add their return status.