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The Overdue Cards Report is an internal tracking tool that users can enable from their profile. The report template format is editable. There is one report format shared across your system, and this can be edited from Output Templates. (Search for ...
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Overview The Status (Combined) column is a quick way to get lots of information about a card's current status and location. This column displays the following information about each card: Status Location, if not out with/pending to a submit...
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Documentation Access The link is based on your DocBoss login system: https://system[].docboss.com/documentation/api i.e. for System1, the link is: https://system.docboss.com/documentation/api i.e. for System5, the link is: https://system5....
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Last Updated: 07/07/2025
in Release Notes Current Releases
Here's a list of the updates found in our July 2025 release. This release is packed with many small updates - read on for more info!
Projects (Individual)
Doc Codes and Cards
Button relocation on code list: Some of the optio...
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Definitions - Due Dates are the dates when the documents are scheduled to be submitted to customer (if card is with customer and there is a date in this field, it is intended for the next submittal). - Expected dates are the dates when the docume...
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Last Updated: 07/04/2025
in Docs Admin User Management Overview of user role types and their associated permissions.
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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 the ...
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Query and export card data across multiple projects.
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Instructions for adding an internal approval stage to a stage list (both at the admin and project level). Workflow customization options are also explored.
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Current 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 want to include ...