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Last Updated: 10/28/2025
in FAQ General FAQ
Sometimes you may need to send a modified document while the current version is still being reviewed by the customer. An Example:
You send revision 0.
Someone at the customer side steps outside of the normal doc control process (sometimes ...
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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: 10/22/2025
in FAQ General FAQ
If unsure where a card is, try out the troubleshooting steps below. Topics
Cannot find card in Incoming Documents
Cannot find card in Outgoing Submittals
Cannot find card in Card List
Card has incorrect document
Cannot fi...
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Last Updated: 10/22/2025
in Articles Admin User Management Overview of user role types and their associated permissions.
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Navigate to the Equipment List Equipment (with related tags) must be entered into DocBoss to enable card creation.
To begin entering equipment, navigate to Project Menu > Equipment > Equipment List. Select Tagged Equipment t...
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Workflow Option: Routing Documents via Actions When routed internally, the documents are moved to user specific work areas called “Outstanding Actions”. Inside that area, users will make comments on the documents, while having the option to uploa...
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During the course of managing cards you define routing and transmittal requirements. This is typically managed by DocBoss as you upload documents to the system because you have already assigned your specific workflow instruction.
However – On...
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Once an action has been applied to a card, it remains in the "Outstanding Actions" grid until all actions have been completed. To view all outstanding actions for an individual project, navigate to Project Menu > Outstanding Actions . To view...
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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: 10/17/2025
in Articles Admin Security
The Security Settings screen is only available to users who have the Security Permission . To get here: The Security Settings screen is where you can adjust (1) authorization (for users and/or submittal recipients ), (2) API authorizat...