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The "Main" tab of the Project Configuration page is where many of the project options are configured. This article explains the various options available on this page. The first time a project is started, this screen defaults to the Quick Start ...
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The outstanding actions grid is used to display a list of all the current assigned actions: Actions can be checked in the Action Dashboard screen where all actions across all Projects are included ( Logo Menu > Action Dashboard ) O...
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Last Updated: 10/20/2026
in Articles Admin User Management To begin managing DocBoss users, navigate to System Menu > Users > Manage Users. These options available from the Manage Users screen are to:
Add : Above the grid, click " + Add " and follow the steps below .
Edit : Click the pencil i...
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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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There are two suffixes that may show beside document numbers on the Card List: an "M", and/or a "D". These suffixes are explained below. Suffix M An "M" will show beside a document number when the number has been manually modified (and is no lon...
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Document numbers can be replaced both individually in the grid, as well as in bulk via CSV. Individual Updates (Grid) To update an auto-generated document number, simply click into the grid, type the desired number, and save. Once saved, a small...
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DocBoss allows users to make changes to existing data in the Card List in bulk through two different methods: directly in the grid, and via CSV. Edit Data in the Grid To begin, filter the card list to display only the cards you wish to apply cha...
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This is the advanced guide to packages: how stage lists, statuses and synchronization actually behave, flow by flow. For what packages are and how to create one, start with the introduction: Create Package of Cards. Terms used on this page When ...
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Last Updated: 10/01/2026
in Release Notes Current Releases
Here's a list of updates found in our September 2026 release, including AI Document Assignment , Automatic Expediting Emails , and Packages . Highlights In this release, we are introducing artificial intelligence (AI)! For details, see thi...
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When a document it is returned by the customer with a status that have "stage complete" and this is the last or only stage, the cards it is marked as complete: Once a card it is marked as complete, there is no further workflow expected. If ...