-
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...
-
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...
-
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 ...
-
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: 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...
-
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 ...
-
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...
-
Every submittal starts a Send/Receive pair which can be found in the Card History.
Each pair contains a history entry that if (Y) is enabled it will be included in the SDI Reports.
The system will set the send/return automatically bu...
-
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...
-
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...