Popular Articles

  1. Acceptable Native File Types

    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...
  2. Add/Edit Routing Scenario

    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...
  3. Multi-Project Card Report

    Query and export card data across multiple projects.
  4. Merge Cards

    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...
  5. Disable Equipment

    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...
  6. How to upload multiple sheets for manual cards

    When uploading Manual Cards there may be some documents that have multiple pages related to one piece of equipment. For example 1 drawing with 11 sheets. This can easily be uploaded by CSV adding only the information related to the first drawin...
  7. Split a card (and split equipment list)

    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 ...
  8. Bulk Export of Files and Data from Project

    Current 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 want to includ...
  9. Upload Zip File without Unpacking

    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...
  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...