-
To eliminate malicious file uploads, DocBoss maintains a list of uploadable file types.
If your file is not on this list, you will receive an error on upload. If the file is valid, please contact support. Once we manually validate the file type...
-
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...
-
When uploading Manual Cards there may be some documents that have multiple pages related to one piece of equipment. For example 1 drawing with 11 sheets.
This can easily be uploaded by CSV adding only the information related to the first drawin...
-
Last Updated: 09/28/2026
in Articles Projects SDI Reports
An supplier document index (SDI) report ( also commonly referred to as a document register, list or schedule) details the full scope of documentation for a specific project. Some customers require this type of deliverable, and may even supply ...
-
To see your completed submittals, navigate to Project Menu > Cards In/Out > Outgoing Submittals. The "Submittals" drop-down lists the details of the submittals that have been issued on the project.
The key columns available in the ...
-
The routing scenario feature allows users to predefine document workflow in detail.
For example, in the image below, DocBoss knows to assign a specific set of reviewers based on the file's return source (customer) and whether or not the st...
-
On the " Main" tab of the Project Configuration page, you can choose which template you want to use for your project, for both Customer and Sub-Supplier submittals. To begin, expand the "Cover Pages and Stamps" section. You can also choose he...
-
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...
-
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...
-
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...