Updated Articles

  1. Create a Compilation

    Compilations are a collection of documents combined into a single PDF output. Generally referred to as databooks, manufacturing record books, dossiers, etc., they generally require bookmarks, hyperlinks, tables of contents, sections and more. ...
  2. Create Manual Cards (Bulk Load)

    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...
  3. Exceptional File Handling (Skip Processing)

    Manage large and/or specialty PDF files.
  4. Attach Compilations/TOC to a Doc Code

    Compilations/Table of Contents (TOC) are initially configured as stand-alone documents that are linked to ALL equipment units. In order to include these documents in a submittal and/or manage the level at which these documents are generated (e.g.,...
  5. Why is my card or document missing?

    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 Can...
  6. Confidential Projects

    Mark a project as confidential in order to allocate permissions to the project individually.
  7. Internal Doc Code List

    Add internal doc codes to use when customer lists are not provided or for mapping (cross-referencing) internal codes to customer codes.
  8. Process Card to Unit Changes

    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 ...
  9. Markups on documents

    DocBoss supports viewing and adding document markup. The assign screen, the assign pop up, and the outstanding actions interface all support annotations. You can add markups to files when you upload them to DocBoss. These consist of annotations...
  10. Create Manual Cards (individual)

    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...