-
Query and export card data across multiple projects.
-
A distribution list defines the recipients of a submittal. The list of recipients is commonly included on the transmittal summary (depending on your transmittal template).
Topics
Add/apply distribution list on project ...
-
Navigate to the security settings screen via the Settings menu. Your user account must have the security permission to access the security settings. If you do not see this option, contact your administrator. The API Authorization ...
-
Last Updated: 10/02/2025
in Articles Admin User Management
Admin users can manage their instance's user list from the Manage Users screen.
From the Instance Menu , select Manage Users to navigate here.
Manage Users
From the Manage Users screen, admin users can:
Man...
-
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...
-
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...
-
Project configuration templates enable you to pre-define and reuse settings for projects, making project setup quick and easy. Create a new template To create a new project configuration template, navigate to System Menu > Admin > Project Confi...
-
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...
-
RegEx (regular expression) patterns are a standard type of coding used to match text. In DocBoss, you can use RegEx to parse card metadata from the file names when using the Bulk Processing and Create Cards and Match features. Formatting p...
-
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...