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Last Updated: 07/11/2025
in Articles LibraryOverview of what library documents are, and instructions for how to add/edit document types and library card fields.
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Instructions to link a compilation (or compilation table of contents) to a doc code. Instructions to unlink are also provided.
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Last Updated: 09/16/2024
in Articles Getting StartedFind documentation, release notes, and frequently asked questions.
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Last Updated: 10/02/2025
in Articles Getting StartedSort, filter, and change view options in grids.
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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 ).
To s...
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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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Creating a temporary card allows users to track two workflows, and combine them back together after the temporary workflow is completed. For example, if a drawing is returned from the customer with status “Approved with Comments, Resubmit”, the use...
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A project is the container object in DocBoss. It defines the information required to manage your documentation. It typically reflects the purchase order detail from your customer. 1. Create new project From Project List (option 1)
Click the ...
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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...
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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...