Popular Articles

  1. Set Date Format

    Last Updated: 10/01/2025 in Articles Projects Set Up and Manage Due Dates
    Date formatting can be set in Docboss in three places: Under Admin, for the whole system (System Menu > Admin > General) On Project Config. Templates (System Menu > Admin > Customization > Project Config. Templates) On individual projects...

  2. Overview of Compilation Options

    Last Updated: 07/07/2026 in Articles Projects Compilations Create
    Overview of the available options for organizing and structuring a compilation.

  3. Upload Zip File without Unpacking

    Last Updated: 02/18/2026 in Articles Projects Workflow Incoming Documents Advanced
    If you do not want DocBoss to extract/unpack the zip folder and upload the zip file as-is, you can drag and drop the zip folder directly onto the card via the Card List. Alternatively, you can upload the file through Outstanding Actions. To attac...

  4. Multi-Project Card Report

    Last Updated: 07/04/2025 in Articles Multi-Project Screens Reporting
    Query and export card data across multiple projects.

  5. Initiate a Project

    Last Updated: 09/21/2026 in Articles Projects Set Up and Manage Create Project
    A project is the container object in DocBoss. It defines the information required to manage your documentation. It typically reflects the purchase order detail from your customer. 1. Create new project From Project List (option 1) Click th...

  6. Project Configuration Templates

    Last Updated: 09/28/2026 in Articles Projects Set Up and Manage Project Template
    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...

  7. Merge Cards

    Last Updated: 02/11/2026 in Articles Projects Set Up and Manage Cards Edit Cards
    When users build card lists with levels, such as one card per tag for example, but later realize that one card covers multiple tags, there is no longer a need for the additional cards. Rather than leave the original cards as pending, DocBoss...

  8. Bulk Export of Files and Data from Project

    Last Updated: 09/28/2026 in Articles Projects Set Up and Manage Export
    Current versions of files from a single project Bulk download Users can extract the most recent file from multiple cards via the Bulk Doc Download  function on the card list. Navigate to the card list for any project, select the card(s) you wa...

  9. Disable Equipment

    Last Updated: 09/16/2024 in Articles Projects Set Up and Manage Equipment List Manage Equipment
    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...

  10. Add/Edit Routing Scenario

    Last Updated: 10/19/2026 in Articles Projects Workflow Routing and Actions Routing Scenario
    This article explains how to add or edit routing scenarios. For an overview of routing scenario functions, see this article first. Topics Add routing scenarios Edit routing scenarios Add/edit routing scenarios for all new proje...
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