Popular Articles

  1. Attach Compilation/TOC to a Doc Code

    Last Updated: 06/23/2025 in Docs Projects Compilations Create
    Instructions to link a compilation (or compilation table of contents) to a doc code. Instructions to unlink are also provided.

  2. Bulk Processing for Incoming Documents

    Last Updated: 11/14/2024 in Docs Projects Workflow Incoming Documents Bulk Process
    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 will attempt to automatically match each file to the ap...

  3. API Documentation

    Last Updated: 10/28/2024 in Docs Admin Application Programming Interface (API)
    Documentation Access The link is based on your DocBoss login system: https://system[].docboss.com/documentation/api i.e. for System1, the link is: https://system.docboss.com/documentation/api i.e. for System5, the link is: https://sy...

  4. Sending Documents (Outgoing Submittals)

    Last Updated: 03/17/2025 in Docs Projects Workflow Outgoing Submittals
    Documents that are available for submission (based on workflow) will automatically move to a queue located on the outgoing submittals screen. The grid in which they appear depends on the workflow target (b y default, it is the customer ). ...

  5. Add Company Doc Code Lists

    Last Updated: 09/16/2024 in Docs Companies and Contacts Company Setup
    Add doc code lists to companies for use on projects.

  6. Obsolete Cards and How to Manage Them

    Last Updated: 06/13/2025 in Docs Projects Set Up and Manage Cards Obsolete Cards
    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...

  7. Customer Portal (Customer View)

    Last Updated: 04/25/2025 in Docs Companies and Contacts Vendor/Customer Portal
    The customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received documents. The following describes what your customer sees when they access the po...

  8. Header and Footer Format

    Last Updated: 05/02/2025 in Docs Projects Set Up and Manage Numbering Formats and Output Settings
    To add and edit headers and footers to your documents, navigate to the Main Setup page of your project where available fields are shown in the Formats group > Document Header/Footer Settings. Font - Default is set to size 8 but can...

  9. Template-Specific Date Formatting

    Last Updated: 09/16/2024 in Docs Templates PDF/CSV/XLS Templates Template FAQ
    Default date format For any template variables including dates, the formatting of the date will default to the date format chosen for the project. This can be changed under Project Menu > Main > Settings > Date format . To change...

  10. DocBoss Support Site Navigation (New)

    Last Updated: 09/16/2024 in Docs Getting Started
    Find documentation, release notes, and frequently asked questions.
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