Popular Articles

  1. Configure Expedite Reports

    Customize expediting reports and select expediting recipients.
  2. Apply Routing Scenario

    After creating routing scenarios , users can apply them to doc codes or cards. Apply routing scenarios to doc codes (individual) If a routing scenario is available to use on a project already, select it from the Routing Scenario drop...
  3. Void Submittal

    Mark all or part of a submittal as void (cancelled).
  4. What do I do if I forgot my password?

    Steps to reset your password.
  5. Assigning files to document cards

    Assign uploaded files to the applicable cards.
  6. "File is Empty" Upload Error

    Sometimes users may receive a "File is empty" error message when trying to upload a file to DocBoss. Common issues and resolutions are listed below: The file does not contain any information (size is 0 kb) Ensure that the correct file is ...
  7. Bulk Processing for Incoming Documents

    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...
  8. Bulk Add/Edit Users

    Bulk add or edit users via Excel.
  9. Doc Codes vs Cards

    The Document Codes are types of documents that clients use as standard in all their projects. They do not represent "each" document. Some of the most common Document Codes are: From above example you can use "LST" document code for the Ve...
  10. Add Users / Edit / Disable Users

    How to get here: These options are only available from the Manage Users screen. To Add : Above the grid, click Add User. To Edit : Click the edit icon (tools column) for the specific user. To Disable : Click the disabl...