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Last Updated: 11/05/2025
in Articles Projects SDI Reports
An SDI Report is a listing that details the full scope of documentation for a specific project. It could also be referred to as a Document Register, or Document Index. Some customers have this as part of their documentation requirements. They m...
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When a change is made to Order Detail, DocBoss will present only cards which will be VOIDED (considered Obsolete) by the order detail changes. This means that the reference which was previously used for that card no longer exists on the order deta...
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This article is a guide for formatting the Excel Import file for bulk adding/editing companies.
To get here, from the system menu, select Lists > Companies > Excel Import/Export .
Steps:
Download the template from Export Excel fi...
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The email templates that are used when creating outgoing submittals can be defaulted on each project. To update the default email template, navigate to Project Menu > Set Up > Project Configuration. From the "Main" tab, navigate to Submittal ...
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DocBoss can use your traceability information to create MTR packages. The decision on which method will depend on the type of management you are doing.
I am a Fabricator / Manufacturer
You purchase secondary steel (bars, plates etc) ...
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The revision settings for a project are set under the "Main" tab of the Project Configuration page (Project Menu > Set Up > Project Configuration). By default, DocBoss allows you to manage one revision number (primary doc rev), however...
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Void
There are 2 types of VOID in DocBoss.
Not Required
Un-mark the checkbox under the "Required" column.
You can mark a document as “Not required” at any time.
If it was locked, its state will show V (Void)
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Last Updated: 08/01/2024
in Release Notes Older Releases Affiliates
Add time zone for affiliate
Previously, the time zone was configured for the entire instance. As affiliates are often used for parts of a company in different parts of the world, we have added the ability to set affiliate-specific tim...
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To see your completed submittals, navigate to Project Menu > Cards In/Out > Outgoing Submittals. The "Submittals Sent" tab lists the details of the submittals that have been issued on the project. 1) Tools Various functions are ava...
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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...