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Last Updated: 12/26/2025
in Release Notes Current Releases
Here's a list of updates found in our December 2025 release. Highlights Dynamic routing scenarios: Routing scenarios can now have roles selected without choosing specific reviewers. When the scenario is applied, the current RoleX users from ...
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Topics
Overview
Add affiliate companies
Assign project to affiliate
Affiliate user access
Assign licenses per affiliate
Update user access
Customization per affiliate
Project Templates
Aff...
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When DocBoss auto-generates cards (based on your selected level), cards will be created for ALL equipment references. By default, all cards will be set as required based on a default query (i.e., "All docs are required"). In some cases, not all ca...
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Last Updated: 12/26/2025
in Articles Getting Started
Card List
Icon
Name
Definition
Create Copy
Creates an exact duplicate of a card that is auto-linked to the same equipment/units (see article ). *Note - The document number will be the same but with a new seque...
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Last Updated: 12/26/2025
in Articles Projects SDI Reports
Once the card is linked to the applicable SDI Report ( discussed in this article ), a re-generate icon will appear in the Tools column of the code list (for the SDI doc code), AND on the card list.
If the card is in an Outbound Workflow (t...
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Users may now add an unlimited number of custom fields to the main area of projects. Create new date, text, or list fields. There is also an option to define whether fields are mandatory. Users may apply them to any or all project templates. Ot...
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Instructions for setting up and using a provided .xlsx TOC template.
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The Create Cards and Match option is available for unmatched documents related to Major Tags. This allows users to create cards from information in the file name, skipping the step of adding manual cards on the project's card list before returni...
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Null cards When a NULL card has been routed to a DocBoss user(s) (either using a NULL routing scenario or manually), the action due date will be set in one of two ways: If there is a customer due date set: The action due date will be set to...
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Overview of the available options for organizing and structuring a compilation.