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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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Add customer approval status lists (or internal lists to track customer approval statuses).
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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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Overview of what differentiates a doc code from a card, and how they are related.
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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 ca...
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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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Instructions to link a compilation (or compilation table of contents) to a doc code. Instructions to unlink are also provided.
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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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Step-by-step instructions for how to create and build the basic structure of a compilation.
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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...