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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...
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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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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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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...
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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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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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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...
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Instructions for setting the cover page/stamp preference per doc code, and the associated impact(s). Instructions for setting an alternative cover page and/or stamp template are also provided.
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Best Practices
Adding Companies
Use an external reference ID for new companies from a shared business system. This avoids duplicates being added with alternate spellings. DocBoss will warn you if the name it is exactly the same but if the...
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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...