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Last Updated: 04/07/2025
in Docs Projects Project FAQInstructions for how to remove special characters from CSV exports (e.g., card list, equipment list, etc.).
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DocBoss has created a report to easily track and view document controllers KPI's. In the report you will find information which you can filter by date, User, Project ID, Sales Order/Quote number, Project, incoming Assignments (from Customer, ...
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Last Updated: 04/17/2025
in Docs Projects Workflow Stages
By default, there are three system generated stage lists that are available in DocBoss: No Individual Submission IFI (No Return) IFA No Individual Submission Use this stage list for cards that do not need to be submitted to your cus...
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The Overdue Cards Report is an internal tracking tool that users can enable from their profile. The report template format is editable. There is one report format shared across your system, and this can be edited from Output Templates. (Search for ...
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Last Updated: 09/16/2024
in Docs Projects SDI Reports Advanced
DocBoss header and footers set in the Main screen of your projects will not be applied to excel documents. However, DocBoss xls template variables can be used on SDI Excel template header and footers.
General variables can be used in head...
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For troubleshooting purposes, such as identifying when a particular action was taken, or what occurrences led to the state of a card, the history record of all cards can be exported. To access the export option, navigate to Project Menu > Index ...
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Last Updated: 06/26/2025
in FAQ General FAQ There are a few common explanations for reduced upload speed performance: A. Your network is checking every file before uploading To test if this is the cause, do the following: 1. Drag/drop 25-50 files into the incoming submittals area and recor...
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Last Updated: 07/08/2025
in Docs Admin Security
The Authentication Log provides an overview of who has accessed your DocBoss system, and when access was provided. This tool provides admin (+ security) users with additional transparency and visibility into who is accessing DocBoss on a day-to-...