Updated Articles

  1. Auto-Generate Placeholders

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  2. Quick Tips Videos

  3. Edit Sequence Numbers via CSV

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  4. Edit Revision Numbers via CSV

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  5. Edit Document Numbers via CSV

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  6. Compilation Settings

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  7. Split a card (and split equipment list)

    Auto-created cards can split into two in cases where different units should be tracked separately. To split a card, navigate to the card list and click the split icon under "Tools." From the pop-up, click the button to "Create New Card". If ...
  8. Document Viewer

    Documents can be viewed in DocBoss without having to download them first.  To enable the viewer, simply click the viewer “switch” (to the left of the "File Staging Area" header) to turn it on. Incoming Docs File Staging Area Once it is enab...
  9. Bulk Processing for Incoming Documents

    When receiving submittals with many files, users may want to use bulk processing to bring incoming documents into DocBoss. Instead of users individually dragging files into each card, DocBoss can automatically match each file to the appropriate card...
  10. Processing Returned Files from Customer

    Assign returned files to cards and add their return status.