Updated Articles

  1. Why does my document look strange in the viewer after upload?

    If you document looks strange in the viewer after upload, it is usually due to a TYPE 1 Postscript font. These fonts are being depreciated by all systems, and will no longer be supported by Adobe as of January 2023 . The most typical example we s...
  2. Getting rid of ‘(Sheet 1 of 1)’ from Manual Cards

    "Sheet Adder" was created to allow users to count the number of sheets on the Manual Cards (i.e. sheet 1 of 1 if only one Card). Sheet Adder is included in the internal document number but it can be removed from the Project Fiel...
  3. Can my customer use DocBoss to markup documents?

    We've had customers ask if their customers might use the review functions - avoiding submittals entirely. Here are our thoughts: The routing doesn't have the same level of historical reporting. With submittals, the date out, date return...
  4. How can I resolve dash/hyphen keyword search issues?

    There are various types of dashes and hyphens used in text. While these can look very similar, they are actually different characters. For users using a keyword search in DocBoss, if they are not using the same character used in the data entere...
  5. How can I create a digital twin of a project?

    The digital twin (or design one, build many) concept has been used in various large projects. Often you will be asked to resubmit documents which have already been used on previous projects, and reference the previous document numbers etc. In t...
  6. What are the key terms used in DocBoss?

    Key Terms Code / Status / State > Doc Codes The Doc Code List is a list of codes used by your customer on their project. The data entered in this area is available to use on any project. You may have as many Doc Code Lists as ...
  7. Sending email from a custom domain

    Provide these instructions to your IT department to allow use of your company's email addresses as a sender in DocBoss.
  8. Add Company Doc Code Lists

    Add doc code lists to companies for use on projects.
  9. Sending documents via Ad-Hoc

    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 r...
  10. How can I create a stage that is only for internal routing?

    Sometimes internal approval will not be suitable for a project's needs, but a similar workflow with a structured internal review of documents is required. This article explains how to set up an internal routing stage using a combination of the...