-
If the uploaded files don't match with any card, we show you an error in the top area of the matching screen.
You can check the cause by hovering over the error symbol.
Testing bulk match parameters
Select the info icon for the card...
-
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 ...
-
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...
-
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...
-
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...
-
Last Updated: 09/28/2026
in Articles Projects SDI Reports
An supplier document index (SDI) report ( also commonly referred to as a document register, list or schedule) details the full scope of documentation for a specific project. Some customers require this type of deliverable, and may even supply ...
-
The routing scenario feature allows users to predefine document workflow in detail.
For example, in the image below, DocBoss knows to assign a specific set of reviewers based on the file's return source (customer) and whether or not the st...
-
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)
...
-
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...
-
To see your completed submittals, navigate to Project Menu > Cards In/Out > Outgoing Submittals. The "Submittals" drop-down lists the details of the submittals that have been issued on the project.
The key columns available in the ...