-
Last Updated: 06/12/2026
in Articles Admin User ManagementEdit details and permissions for own user or others.
-
Mark all or part of a submittal as void (cancelled).
-
Last Updated: 10/02/2025
in Articles Getting StartedSort, filter, and change view options in grids.
-
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.
-
When creating a new Project, the initial submission dates (original scheduled dates) are set by default to 10 days after order date (global setting modifiable from System Menu > Admin > General). This can be changed from the Code List usin...
-
When DocBoss auto-generates cards (based on your selected level), cards will be created for ALL equipment references. By default, all cards will be set as required based on a default query (i.e., "All docs are required"). In some cases, not all ca...
-
As projects progress, often there are changes which happen to required equipment. DocBoss supports those and helps you manage the changes to your document cards.
Why does DocBoss monitor changes to equipment?
All Auto-Generated cards are dir...
-
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...
-
Walk-through of a common internal approval workflow. In the example, the document is received, reviewed internally, and returned to the source. Once approved, the document is returned to the target.
-
Last Updated: 09/16/2024
in Articles Getting StartedFind documentation, release notes, and frequently asked questions.