Popular Articles

  1. Format Import Companies in XLS

    Last Updated: 09/16/2024 in Docs Companies and Contacts Company Setup
    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...

  2. Create an NDE log (and generate quality packages)

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Equipment List Advanced
    Project Template Create "NDE log" as an Additional Data Type . Add columns Drawing Number Weld ID *Test Type (MPI, Visual, Radiographic) Test / Certificate number Sub-Supplier (Fabricator) COMBO level: Drawing Number + ...

  3. Using Regular Expressions

    Last Updated: 06/10/2025 in Docs Projects Workflow Incoming Documents Bulk Process
    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...

  4. Project Templates

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Project Template
    What is a Project Field Template? A Project Field Template allows you to define some default settings for your project Create a New Project Field Template Navigate – Admin > (Customization) Project Templates Step 1 Click “+...

  5. Document Revision Settings

    Last Updated: 10/23/2024 in Docs Projects Set Up and Manage Numbering Formats and Output Settings
    The document revision settings for a project are set under  Set Up > Main > Document Revision Settings . By default, DocBoss allows you to manage one revision number (primary doc rev), however you have the ability to manage two by enabling the...

  6. Set Cover Page and Stamp Preferences per Doc Code/Card

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Code List (Requirements)
    Doc Code Cover Page/Stamps Options and Templates Users can define the metadata method for each doc code: Cover Page/Stamps Option: Cover page only (no stamp) Stamp, else cover page: System will prompt the user to place a stamp. If t...

  7. Update Document Numbers

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Cards Edit Cards
    When uploading doc numbers using the edit data via CSV from the Card List – you must add the word (in all caps) OVERRIDE into the related column for "Doc Number Manually Changed". Why? Let’s assume you have auto-numbered all cards. When...

  8. Sort Cards in Compilation

    Last Updated: 06/23/2025 in Docs Projects Compilations Options and Layout Sorting and Grouping
    Instructions for sorting the table of contents (and associated cards).

  9. Add Users / Edit / Disable Users

    Last Updated: 09/16/2024 in Docs Admin User Management
    How to get here: These options are only available from the Manage Users screen. To Add : Above the grid, click Add User. To Edit : Click the edit icon (tools column) for the specific user. To Disable : Click the disabl...

  10. Marking cards as required / not required

    Last Updated: 09/23/2024 in Docs Projects Set Up and Manage Cards Edit Cards
    When DocBoss auto-generates cards (based on your selected LEVEL), it creates ALL possible cards. In some cases, not all cards are applicable for the doc code in question. Assume a customer has requested pressure tests from a seller of instr...
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