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Instructions for adding an internal approval stage to a stage list (both at the admin and project level). Workflow customization options are also explored.
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Documentation Access To access the API documentation page, navigate to System Menu > Admin > Security Settings. Under the "API Authorization" section, click the "Documentation Page" link. Layout Queries are listed on the left, with data...
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What is an obsolete card: When a locked card loses all of its linked units, it becomes obsolete. See " why would a card lose all of its linked units ?" Examples:
If the Equipment List gets changed
The Doc Code gets changed
The set level...
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Last Updated: 07/23/2025
in Release Notes Current Releases
Here's a list of the updates found in our July 2025 release. This release is packed with many small updates - read on for more info!
Projects (Individual) Doc Codes and Cards Button relocation on code list: Some of the options previou...
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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 add manual cards, use the "Add/Edit Data via CSV" function. This option is available under the "More Act...
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Overview of what a secondary code is, and instructions for how to one (or multiple) to manual cards.
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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: 07/23/2025
in FAQ General FAQ
Currently, DocBoss does not support maintaining PDF/A format on documents. As a workaround, we recommend starting the submittal without sending an email, downloading the submittal package from the submittal history, and converting the files outs...
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Instructions for updating the default EQ number (for all doc codes), as well as modifying the EQ number for individual doc codes.
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Instructions for setting up a package code, and the associated impact on the card list. Guidance around uploading documents and submitting the package are also provided.