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Ensure Manual Cards are enabled on your project, see our article to learn how to enable this function: Enable Manual Cards
To bulk load manual cards, use the "Add/Edit Data via CSV" function. This option is available under the "More Ac...
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Manage large and/or specialty PDF files.
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Mark a project as confidential in order to allocate permissions to the project individually.
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Overview Sometimes, users may need to make changes to the Equipment List after documents have been submitted. Some situations where this could happen are:
A project change order has been received
A new piece of equipment has been added
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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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This article explains the steps to applying stamps. Please keep in mind, for the stamps to show on the documents (not just a preview), they must be sent via outgoing submittals. It is during this process DocBoss adds the stamp you apply to the doc...
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Last Updated: 12/02/2024
in Release Notes Current Releases
Here's a list of updates found in our December 2024 release! Highlights include a quick way to create manual cards for unmatched files , updates to the Library , and more streamlined navigation . Projects (Individual) Incoming and Outgoing D...
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The Crop and Lock and Screen Ruler tools available with the Microsoft PowerToys collection can be used to more efficiently convert Word files to Excel templates. To use these tools effectively, first you must convert the received template fro...
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The Create Cards and Match option is available for documents related to Major Tags. This allows users to create cards from information in the file name, skipping the step to add manual cards on the project's Card List. When running bulk match, if...
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DocBoss allows users to make changes to existing data in the Card List using a CSV (excel) file. When you download the file for the first time the data can be a bit overwhelming - Don't let that scare you! Once 'Add/Edit Data via CSV' is cli...