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Overview of the available options for organizing and structuring a compilation.
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Query and export card data across multiple projects.
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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...
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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...
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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...
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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...
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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...
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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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Auto-created cards can split into two in cases where different units should be tracked separately. To split a card, navigate to the card list and click the split icon under "Tools." From the pop-up, click the button to "Create New Card". If ...
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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...