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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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Best Practices
Adding Companies
Use an external reference ID for new companies from a shared business system. This avoids duplicates being added with alternate spellings. DocBoss will warn you if the name it is exactly the same but if the...
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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 access...
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Last Updated: 11/10/2025
in Articles Admin User Management
For customers with affiliates enabled, user access to projects and libraries can be configured per affiliate. Only admin users have permission to add or edit users. New users When adding a new user to the system , if affiliate companies ...
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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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Instructions for sorting the table of contents (and associated cards).
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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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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.
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The history of all cards is actively captured in DocBoss. You have the ability to view all previous versions of the document.
Clicking the History icon (from the Tools column) will open the History in a new window.
The new wi...
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DocBoss shows cards on the Card to Unit Changes screen when a user changes or adds a new equipment value for those cards, AND the cards: have a file (active, or in their history), and have a doc code with any doc code type except "SDI Report"...