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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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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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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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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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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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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 ...
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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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The Prices & Estimates feature is designed to provide a detailed pricing estimate for the documentation fees related to a project. Once the project has been set up with the required information (Doc Codes with Levels and Equipment) and the card...