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Last Updated: 09/16/2024
in FAQ General FAQ
It is likely a permission issue if affiliates are enabled on your project.
If a user has been added to DocBoss but is not available to select in a project's Default Users/Lists settings (under Set Up > Main from the Project Menu ), the...
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Last Updated: 09/16/2024
in FAQ General FAQ
If you document looks strange in the viewer after upload, it is usually due to a TYPE 1 Postscript font. These fonts are being depreciated by all systems, and will no longer be supported by Adobe as of January 2023 . The most typical example we s...
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Last Updated: 09/16/2024
in FAQ Resources
Periodically, we have customers looking for marketing material to include with bid packages. They are looking for something to help them stand apart on competitive bids.
We have created a document which helps you promote your investment in DocB...
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Last Updated: 07/07/2025
in Release Notes Current Releases
Here's a list of the updates found in our July 2025 release. This release is packed with many small updates - read on for more info!
Projects (Individual)
Doc Codes and Cards
Button relocation on code list: Some of the optio...
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Last Updated: 07/08/2025
in Docs Library
Expiration dates can be added to library documents to prompt review, helping ensure that documents remain up-to-date. If a document is assigned an expiration date and becomes due for review, the document will be highlighted in the grid and the "Ca...
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Last Updated: 09/16/2024
in FAQ General FAQ
There are various types of dashes and hyphens used in text. While these can look very similar, they are actually different characters.
For users using a keyword search in DocBoss, if they are not using the same character used in the data entere...
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Last Updated: 09/16/2024
in Docs Admin Customization
If a user uploads an equipment list that includes placeholder values in the Tag field (NA, N/A, etc.), they can add these values under Admin > Other Lists > Ignored Values to hide the placeholder values from document tag lists.
As ...
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Last Updated: 09/16/2024
in Docs Projects Project FAQ
If you have resubmitted a document and your customer decides they don't need it and asks you to just use the last approved document instead, how do you handle this in DocBoss?
The first step is to void the outgoing submittal.
Next, na...
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Last Updated: 09/16/2024
in Docs Projects SDI Reports Advanced
You may have been asked by your customer to submit a unique SDI report for each Tag, or each PO (if multiple PO's on same DocBoss project).
DocBoss doesn’t support a full SDI based on a level. There are many questions about documents which appl...
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Last Updated: 09/16/2024
in Docs Admin System SetupAdd internal company logos for output on templates.