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Last Updated: 02/04/2026
in Articles Admin User Management Overview of user role types and their associated permissions.
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Last Updated: 02/04/2026
in Articles Admin User Management Instructions for setting a user as a commercial contact (i.e., a user responsible for contract-related activities)
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Cards included in an SDI report can easily be grouped by a specified value (either by Major Tag OR by a custom doc code/card field). To achieve this , the " GroupSDI " array can be added to the template (encompassing the " DocumentsByIndex " arr...
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Steps for creating a template.
Must be in excel format
Any cells where the output data is to be defined by DocBoss , must have applicable variable entered
You must set your print area (remember to include the last column)
...
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Before starting, note that templates:
Must be in excel format
Any cells where the output data is to be defined by DocBoss, must have applicable variable entered
You must set your print area (remember to include the last column)
For...
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To update the auto-numbering format, navigate to the "Main" tab of the Project Configuration page (Project Menu > Set Up > Project Configuration). The Auto-Numbering Format allows you to automatically assign document numbers (and/or your ...
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Last Updated: 02/02/2026
in FAQ General FAQ
When multiple DocBoss users are assigned an action on the same card, their review can be completed simultaneously without concern of overwriting and/or losing another's work. If two (or more) users are reviewing a file at the same time and mar...
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The revision settings for a project are set under the "Main" tab of the Project Configuration page (Project Menu > Set Up > Project Configuration). By default, DocBoss allows you to manage one revision number (primary doc rev), however...
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Last Updated: 01/29/2026
in FAQ General FAQ
If the sub-supplier cannot view the project in the portal, confirm the following: Is the project marked hidden OR complete? If the project is hidden on considered completed, the portal will not appear in the supplier's project list. To con...
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Last Updated: 01/28/2026
in Articles Getting Started
This article provides an overview of the areas of DocBoss that are especially useful for reviewer users - knowing these key features will set you up for success!
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