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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 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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Single Sign On (SSO) is available for DocBoss. If enabled, users with the company domain will be redirected to their identity provider to sign in to access DocBoss. The instructions below outline how to set up SSO with DocBoss when using Microsoft ...
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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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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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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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Add customer approval status lists (or internal lists to track customer approval statuses).
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Overview The Status (Combined) column is a quick way to get lots of information about a card's current status and location. This column displays the following information about each card: Status Location, if not out with/pending to a submit...
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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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Instructions for setting a TOC and/or bookmark pattern using different conditions. Useful when different types of cards require different naming conventions.