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Ad-Hoc submittals are special, in that they do NOT affect the workflow of your documents. It is simply a way to get documents to anyone outside the company, recording they were sent, and leaving the status/stage etc unaffected. They should be res...
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Conditional formatting can be used to highlight specific values once generated in DocBoss. Conditional formatting can be used both when referencing specific cells, or referencing a different cells / in arrays. Referencing a specific cell If high...
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Last Updated: 12/08/2025
in Articles Getting Started
DocBoss Term
Also Known As
Description
Affiliate *
Internal company, doc control office
Internal company in DocBoss. Multiple affiliates can be used to separate divisions of a company.
Sales order num...
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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 the same da...
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Definitions - Due Dates are the dates when the documents are scheduled to be submitted to customer (if card is with customer and there is a date in this field, it is intended for the next submittal). - Expected dates are the dates when the docu...
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Users may now add manual cards to their projects, even when just using the tagged equipment units.
First - ensure the manual card module has been enabled on your project .
Add Cards
To add an individual card, click the + in...
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Last Updated: 12/05/2025
in FAQ General FAQ
Auto-generated cards have their tagged equipment (and major tag(s), if applicable) automatically applied based on the level that is set on the doc code. Example: Doc code level is set to "Item/Model." As such, each card will include the tagged...
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Last Updated: 12/04/2025
in FAQ General FAQ
For each customer, a return status list is entered and each status is defined as either "complete" or "incomplete" to indicate cards which require further action, and cards where no further action is required (see article: Company Status Lists )....
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Last Updated: 12/03/2025
in FAQ General FAQ
There are two ways to have DocBoss appear in dark mode: 1. Using a contrast theme (system settings) Applying a contrast theme will adjust the colouring of anything that appears on your screen. On Windows, a contrast theme can be applied from S...
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Last Updated: 12/03/2025
in FAQ General FAQ DocBoss provides a variety of different reporting options for different purposes. This article summarizes each of the available options (both at the project and system level), outlines the information included in the report, indicates the intended p...