Popular Articles

  1. Card State

    DocBoss maintains a state for every locked card. Cards become locked if ANY of the following actions have been performed: The card has been submitted to the customer (tracked separately also) A system generated INDEX has been submitted...
  2. Markups on documents

    DocBoss supports viewing and adding document markup. Annotations can be viewed on the the assign screen, and can be added in the assign pop up and/or from the outstanding actions interface. You can add markups to files when you upload them to Doc...
  3. Ping (SSO and User Provisioning)

    Single Sign On (SSO) is available for DocBoss. If enabled, users with the company domain will be redirected to their identity provider to sign in to access DocBoss. The instructions below outline how to set up SSO and SCIM with DocBoss when using ...
  4. User Permissions

    Permissions are managed from the Manage Users screen. Note that there is a View Permissions screen from the instance menu, but it is READ ONLY and is available to all user types. To edit user permissions, navigate to System Menu > Users >...
  5. Exceptional File Handling (Skip Processing)

    Manage large and/or specialty PDF files.
  6. Update Document Numbers

    When uploading doc numbers using the edit data via CSV from the Card List – you must add the word (in all caps) OVERRIDE into the related column for "Doc Number Manually Changed". Why? Let’s assume you have auto-numbered all cards. When...
  7. Marking cards as required / not required

    When DocBoss auto-generates cards (based on your selected LEVEL), it creates ALL possible cards. In some cases, not all cards are applicable for the doc code in question. Assume a customer has requested pressure tests from a seller of instr...
  8. Create an NDE log (and generate quality packages)

    Project Template Create "NDE log" as an Additional Data Type . Add columns Drawing Number Weld ID *Test Type (MPI, Visual, Radiographic) Test / Certificate number Sub-Supplier (Fabricator) COMBO level: Drawing Number + ...
  9. Overview of Compilation Options

    Overview of the available options for organizing and structuring a compilation.
  10. Include Sub-Units as Additional Columns in Unit Upload (Horizontal Layout)

    Overview DocBoss now allows a horizontal layout in the files used for equipment list uploads. This feature can save time for users working with units that have multiple components that need to be tracked. Typically, to include sub-units in a...