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Learning Mode

Last Updated: 09/16/2024 in Articles Getting Started

Enable/disable the icons in DocBoss that open links to relevant support articles.
Process Card to Unit Changes

Last Updated: 03/03/2025 in Articles Projects Set Up and Manage Cards Card to Unit Changes

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 ...
Create Manual Cards (Bulk)

Last Updated: 07/23/2025 in Articles Projects Set Up and Manage Cards Manual Cards

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...
Due Date & Expected Date

Last Updated: 12/08/2025 in Articles Projects Set Up and Manage Due Dates

Definitions - Due Dates are the dates when the documents are scheduled to be submitted to customer (if card is with customer and there is a date in this field, it is intended for the next submittal). - Expected dates are the dates when the docu...
Bulk Processing for Incoming Documents

Last Updated: 02/20/2026 in Articles 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 can automatically match each file to the appropriate ca...
Add Custom Equipment Fields

Last Updated: 10/01/2025 in Articles Projects Set Up and Manage Equipment List Advanced

You may now add an unlimited number of global and project specific equipment fields. Global Equipment Fields When you set up global equipment fields they can be used in all your projects. The variables will remain constant, so you can create sta...
Outstanding Actions

Last Updated: 03/06/2026 in Articles Projects Workflow Routing and Actions Assign and Complete Actions

The outstanding actions grid is used to display a list of all the current assigned actions: Actions can be checked in the Action Dashboard screen where all actions across all Projects are included ( Logo Menu > Action Dashboard ) O...
Sending email from a custom domain

Last Updated: 09/16/2024 in Articles Admin Email Send Address

Provide these instructions to your IT department to allow use of your company's email addresses as a sender in DocBoss.
Customer Portal (Customer View)

Last Updated: 04/25/2025 in Articles 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...
Obsolete Cards and How to Manage Them

Last Updated: 12/10/2025 in Articles 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...