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General recommendations Although most of the basic Excel features are supported in templates for Docboss documents, not every feature can be used. There are also some differences when building templates that would be output as PDF (usually var...
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Last Updated: 10/28/2026
in Articles Projects SDI Reports
In order to manage/submit SDI reports in DocBoss, the report must be linked to a card. To do this, follow the steps below:
Step 1 - Ensure the doc code "Type" is set to "SDI Report"
Navigate to Project Menu > Cards > Code List ...
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The walkthrough shown below uses the Card List to illustrate filtering options. Filtering on the Multi-Project Card Report screen uses the same layout. There are different areas of the screen for different types of filters. The sections are c...
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There are two superscripts that may show beside internal or customer document numbers on the Card List: an "M", and/or a "D". These superscripts are explained below. Superscript "M" A red "M" will show beside a document number when the number ha...
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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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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...