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If your company prefers to complete their internal document review outside of DocBoss (using a service such as Bluebeam, Adobe Pro, etc.), you can still manage the documentation in DocBoss. To do this, we recommend following the process below.
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Instructions for regenerating a compilation, and steps to take if/when the regenerate button is not available.
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Last Updated: 09/08/2025
in Articles Admin User Management Edit details and permissions for own user or others.
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As projects progress, often there are changes which happen to required equipment. DocBoss supports those and helps you manage the changes to your document cards.
Why does DocBoss monitor changes to equipment?
All Auto-Generated cards are dir...
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Workflow Option: Routing Documents via Actions When routed internally, the documents are moved to user specific work areas called “Outstanding Actions”. Inside that area, users will make comments on the documents, while having the option to uploa...
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Once an action has been applied to a card, it remains in the "Outstanding Actions" grid until all actions have been completed. To view all outstanding actions for an individual project, navigate to Project Menu > Outstanding Actions . To view...
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During the course of managing cards you define routing and transmittal requirements. This is typically managed by DocBoss as you upload documents to the system because you have already assigned your specific workflow instruction.
However – On...
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Last Updated: 09/04/2025
in Articles Admin Customization
To reduce manual work, a default compilation layout can be set up and used on any/all projects. To set the default layout for compilations, navigate to System Menu > Admin > Compil. & Pkg Presets . To add a new compilation or package pre...
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To generate data from a custom field on a template, the custom field ID number will need to be determined. To identify the ID number, navigate to Project Menu > Set Up > Project Template . Once on the project template, navigate to the approp...
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Last Updated: 09/03/2025
in Articles Projects Workflow Stages
Custom revision values can be set for each stage on any given stage list to suit your company's process and/or your customer's requirements. This custom value will define the first revision number, with subsequent revision numbers being set manu...