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Add doc code lists to companies for use on projects.
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Assign returned files to cards and add their return status.
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Last Updated: 09/16/2024
in Articles Getting StartedEnable/disable the icons in DocBoss that open links to relevant support articles.
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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...
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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 Actions...
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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...
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Provide these instructions to your IT department to allow use of your company's email addresses as a sender in DocBoss.
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Mark all or part of a submittal as void (cancelled).
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Last Updated: 04/17/2025
in Articles Projects Workflow Stages
If your customer updates their requirements mid-way through an active project, is is possible to update stage lists to align with the updated requirements. Changing Stage Lists If a stage list is being actively used on the project, it can no lon...
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Last Updated: 05/07/2026
in Articles LibraryOverview of what library documents are, and instructions for how to add/edit document types and library card fields.