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Glossary
Release Notes
Current Releases
Release Notes - September 2024
Release Notes - May 2024
Release Notes - January 2024
Release Notes - December 2023
Older Releases
Release - Aug 2023 (Viewer Update with New Markups)
Release - May 2023
Release - February 2023
Release - Oct 2022
Release - July 2022
Release - April 2022
Release - January 2022
Release - August 2021
Release - April 2021
Release - Jan 2021
Release - December 2020
Release - September 2020
Release - June 2020
Release - March 2020
Release - January 2020
Release - September 2019
Release - July 2019
Release - April 2019
Release - January 2019
Release - September 2018
Release - May 2018
Release – March 2018
Release - October 2023
Release – Jan 2018
Release – Aug 2017
Release – May 2017
Release – Jan 2017
Docs
Getting Started
Getting Started (for New Users)
DocBoss Support Site Navigation (New)
Learning Mode
Working with Grids
Companies and Contacts
Affiliates
Affiliate Best Practices and Maintenance
Affiliate Companies
Company Setup
Adding a New Company
Add Company Doc Code Lists
Internal Doc Code List
Company Status Lists
Adding an Address
Format Import Companies in XLS
Contacts
Adding contacts
Vendor/Customer Portal
Sub-Supplier Portal (admin)
Sub-Supplier Portal (supplier view)
Enable Customer Portal Access
Customer Portal (Customer View)
Projects
Project Setup: Quick List of Steps
Set Up and Manage
Create Project
Initiate a Project
Copy a project
Definitions of the Default Users and Lists section
Definitions of the Project Setup
Equipment List
Manage Equipment
Add Equipment
Edit Equipment
Disable Equipment
Impact of Change Order
Major Tags
Major Tags
Disable Major Tags Module
Horizontal Equipment List Upload
Include Sub-Units as Additional Columns in Unit Upload (Horizontal Layout)
Build Import File for Horizontal Layout
Horizontal Layout (Equipment List) Troubleshooting
Advanced
Add Custom Equipment Fields
Combination Fields
Assembly Line and Assembly Model
Custom Levels
Data Inheritance
Create an NDE log (and generate quality packages)
Add Additional Equipment Type to Project
Code List (Requirements)
Doc Codes vs Cards
Add Doc Codes to a Project
Configure Code List (Requirements)
How to set a Level
Duplicating Codes: How and Why
Secondary Codes
Default EQ Number
Import/Edit Project Doc Code List via CSV
Set Cover Page and Stamp Preferences per Doc Code/Card
Creating Cards with Custom Equipment Lists
Cards
Card List
Filtering the Card List
Status (Combined) Column Explanation
Edit Cards
Update Document Numbers
Edit Cards via CSV file
Marking cards as required / not required
Merge Cards
Edit Merged Cards
Split a card (and split equipment list)
Copy a Card (Create Copy) or Create a New Sheet
Locking Cards
Card State
Doc No. Pass-Through
Create Translation Cards
Copy Card with History
Manual Cards
Getting rid of ‘(Sheet 1 of 1)’ from Manual Cards
Enable Manual Cards
Create Manual Cards (individual)
Create Manual Cards (bulk load)
How to upload multiple sheets for manual cards
Card to Unit Changes
Card to Unit Changes Causes
Process Card to Unit Changes
Obsolete Cards
Obsolete Cards and How to Manage Them
Example of an obsolete card
Void / Supersede
Temporary Cards
Temporary Cards
Due Dates
Initial Submission Dates
Turn Around Days
Set Date Format
Due Date & Expected Date
Reference Date Abbreviation Definitions
Numbering Formats and Output Settings
Header and Footer Format
Output Settings
Document Auto-Numbering Format
Outgoing File Name Format
Document Revision Settings
Using IF statements
Custom Fields
Add Custom Doc Code/Card Fields
Other Data - Project (Main) Fields
Create Lists for Custom Fields
Create custom lists for use in custom fields
Project Template
Project Templates
History
Document History
Edit card history entries
Export Individual Card History
Move history and active file to a different Card
Send/Return Pairs
Update Previous Submittal Dates
Revert File and Meta-Data
Export
Saving submittals on your server
Bulk Export of Files and Data from Project
Prices and Estimates
Default Prices
Prices and Estimates
Completing Projects
Completing a Project
Workflow
Incoming Documents
Upload documents
Assigning files to document cards
Processing Returned Files from Customer
Bulk Process
Bulk Processing for Incoming Documents
Matching Tag Numbers in Bulk Process
Understanding the Split Parameter in Bulk Matching Process
Bulk Assign and its impact on default routing
Bulk Processing Default Settings
Advanced
"File is Empty" Upload Error
Exceptional File Handling (skip processing)
Assigning Multiple files to a card
Acceptable Native File Types
Expected cover pages: In from Supplier/internal
Managing number of pages on returned documents
Why do I see upload error on the assign screen?
Undo assignment on assign screen
Individual Page Assign
Upload Zip File without Unpacking
Comment sheets inside uploaded PDF files
Outgoing Submittals
Sending documents (outgoing submittals)
Distribution Lists
Options for outgoing (submittal) notification emails
List of Completed Submittals
Auto-Reclaim Submittal
Void Submittal
Advanced
Document Workflow
Sending documents via Ad-Hoc
How to re-submit documents that have been previously completed (approved)
Re-Send and Forward Transmittals
Log for Sent Emails
Send a Separate Submittal per File (Batching)
Selecting Email Template
Stages
Stages & Stage Lists
Import Stage List from Admin
Change stages on stage list from edit/assign screen
Stage Abbreviation Adders (inside the status list)
Set Different Revision Numbers Per Stage
Routing and Actions
Assign and Complete Actions
Complete an outstanding action
Remove an Action
Bulk Complete Actions (Routings)
Outstanding Actions
Edit the Routing of a Card
Assign an Action
Routing Scenario
Routing Scenario
Add/Edit Routing Scenario
Apply Routing Scenario
Apply Different Routing Scenarios Per Stage
Assign Internal (user) routings to NULL Cards
Set default routing for complete and/or incomplete cards
Comments, Markup, and Stamps
Document Viewer
Apply Stamps
Markups on documents
Comments (workflow specific)
Internal Approval
Internal Approval Cycle
Compilations
Regular
Create
Create a Compilation
Options and Layout
Compilations per Major Tag (Manual Level)
Create and Save a Reusable Compilation Layout
Table of Contents
Adjust the Default Table of Contents
Project Table of Contents Templates
Table of Contents Layout Examples
Sorting Options in Compilations
Compilation Sub-Packages
Compilations per Level
Compilation and Package Presets
Add a revision index to packages and compilations
Compilation Details and Structure Options
Templates used on Compilations (and Layout Impacts)
Using a Compilation Cover Page instead of Submittal Cover Page (for Packages and Compilations)
Using IF statement for Compilation TOC and Bookmark patterns
Send
Attach Compilations/TOC to a Doc Code
How to Re-generate Compilations
Transmitting incomplete compilations
Cannot Regenerate a Compilation (why and how to solve)
Package
Auto-Creating Packages
Unpack
SDI Reports
Add an SDI Report to your project
Regenerate SDI Reports
Linking an SDI Report to a Document Card
Advanced
Document Index by Tag (SDI Report by Tag)
Excel Parameter to Show Changes on SDI Report
Adding Headers/Footers to Excel SDI Templates
Job based Supplier Document Indexes
Create multiple SDI reports for one project using Worksheet parameter
Project FAQ
What if my Customer doesn't want the document I just submitted?
Project setup when customer sends a detailed document list (with numbers), instead of a list of doc codes
How to work with Sub-Suppliers
Grid Row Colors (Card List)
Sub-Supplier List and the Sub-Supplier Override
Edit Data via CSV When Using Values Containing Commas or Quotes
How to Create a Job and Assign it to multiple projects
Create a Weld Log (and generate weld cert/weld procedure packages)
Multi-Project Screens
Project Dashboard
Project Dashboard Overview and Tile Layout
Project Hub
Configure Lenses on the Dashboard
Multi-Project Tiles
Reporting
Metrics and Assignment Activity
Project Metrics
Project Metrics - Description of each metric
Assignment Activity (By User)
Multi-Project Card Report
Expediting
Enable Expediting for a Project
Configure Expedite Reports
Run the Expedite Process and Send Emails
eSignatures
Generate (or upload) eSignature Certificates
Set eSignature requirements per Doc Code (or Card)
Apply eSignatures to Outgoing Submittal
Signing files with eSignature (User action)
Templates
PDF/CSV/XLS Templates
Create
How to Create Templates
Template Troubleshooting, Tips and Tricks
Upload and Test
Upload Templates into DocBoss
Testing Cover Pages
Testing Transmittal Templates
Use
Select Transmittal Templates on Project
Select Cover Page Templates and Settings on Project
Add Stamps
Template FAQ
Show un-licensed employee names in submittal history
Add a Logo to Transmittal
Template-Specific Date Formatting
Keep Hyphenated Values on a Single Line in Template Output
Email Templates
Create a New Email Template
Formatting HTML email templates (and signatures)
Library
Library Documents
Connect Library Documents to Doc Codes or Cards
Edit Library Cards
Review Expired Documents
Add Custom Library Fields
Export / Import Instance Library
Material Test Report (MTR) Management
Store Material Test Reports (MTRs) in the Library
Advanced Library Queries (Pattern Search) for MTRs
MTR Packaging & Management in DocBoss
Admin
Getting Started with DocBoss (for Program Administrators)
Instance Setup
Instance Default Settings General
Merge / Split Instance(s) Transition Process
Adding Instance Logos
Delivery Mediums
User Management
User Roles
Managing DocBoss Users via Excel
Enable Affiliate Permissions for a User
Enable Support Access to your Account
Automated email reports from user profile
Change CSV Delimiter (correct CSV data not showing as separate columns)
User Profile
Manage Users
Add Users / Edit / Disable Users
User Permissions
Email Send Address
Sending email from a custom domain
Setting the FROM: Email Address
Integrations and API
API Documentation
Create API access credentials (per application)
Security
Multi Factor Authentication (MFA) for Users
Multi Factor Authentication (MFA) for Submittal Recipients
Single Sign-On (SSO)
SSO with Microsoft Entra ID
SSO with Okta
Customization
Outgoing File Naming Rules
Packages Layout
Ignored Values
Videos
DocBoss Overview Videos
Quick Tips Videos
FAQ
What do I do if I forgot my password?
General FAQ
Can my customer use DocBoss to markup documents?
How can I create a digital twin of a project?
How can I create a stage that is only for internal routing?
How can I correct date errors in CSV/Excel import files?
How can I make my final books VDI 2770 compliant?
How can I recreate external submittal history?
How can I resolve dash/hyphen keyword search issues?
How can I upload an older revision of a document?
What are the key terms used in DocBoss?
What if I have multiple orders to manage in a single DocBoss project?
Why does my document look strange in the viewer after upload?
Why is my card or document missing?
Why isn't my compilation showing in the outgoing submittals area?
Why is my user not appearing in the default user list?
Resources
Test Your Knowledge (DocBoss Topics List)
How to create confidential projects
Using Cover Page Variables to Build Source Documents
Why DocBoss (for YOUR customers)
Home
Docs
Projects
Compilations
Regular
Regular compilation types are typically used for compilations including multiple doc codes, like vendor databook/manufacturer's databook.
Create
Options and Layout
Send