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If you do not want DocBoss to extract/unpack the zip folder and upload the zip file as-is, you can drag and drop the zip folder directly onto the card via the Card List. Alternatively, you can upload the file through Outstanding Actions. To attac...
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The customer portal provides a secure location for your customers to upload (and download) documents directly into your DocBoss projects.
Customer web access is provided to contacts associated with the company. Before enabling customer web ...
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When users build card lists with levels, such as one card per tag for example, but later realize that one card covers multiple tags, there is no longer a need for the additional cards. Rather than leave the original cards as pending, DocBoss...
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To delete/disable equipment from your equipment list, there are a couple of options. For single changes, you can click the delete icon.
For multiple pieces of equipment, you can select them using the select boxes then click Disable S...
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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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This article explains how to add or edit routing scenarios. For an overview of routing scenario functions, see this article first. Topics
Add routing scenarios
Edit routing scenarios
Add/edit routing scenarios for all new proje...
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Auto-created cards can split into two in cases where different units should be tracked separately. To split a card, navigate to the card list and click the split icon under "Tools." From the pop-up, click the button to "Create New Card". If ...
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The Project Profile is a section of the Project Set Up > Main screen. This section is for your customer (the company to whom you are submitting the documentation), all applicable transaction numbers, the End User (if applicable) and the order ...
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Current versions of files from a single project Bulk download Users can extract the most recent file from multiple cards via the Bulk Doc Download function on the card list. Navigate to the card list for any project, select the card(s) you wa...
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To eliminate malicious file uploads, DocBoss maintains a list of uploadable file types.
If your file is not on this list, you will receive an error on upload. If the file is valid, please contact support. Once we manually validate the file type...