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Last Updated: 10/17/2025
in Articles Admin Security
Enable To enable Multi-Factor Authentication (MFA), a security enabled user should navigate to the security settings screen. Note that only the users with security settings will see this interface. Navigate to System Menu > Admin > Security ...
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Sometimes, users may need to edit merged cards . In the Card List , select the Edit icon from the Tools column in the row for the merged card. (This can be done from other screens that show cards as well, but the options layout is somewhat ...
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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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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...
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Assign active, native AND comment files from the file staging area (multi drag/drop) When assigning files, if the user multi-selects 2 or more files and drags them onto a card, DocBoss will ask for the destination for each file. This allows you to ...
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If receiving both primary and native files, the files can be assigned and processed in bulk using a "batching" method. Follow the steps below to get started: 1. Upload and match primary files To start the process, upload the primary files to the...
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Mark all or part of a submittal as void (cancelled).
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When DocBoss auto-generates cards (based on your selected LEVEL), it creates ALL possible cards. In some cases, not all cards are applicable for the doc code in question. Assume a customer has requested pressure tests from a seller of instrum...
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Headers/footers can be manually applied to individual cards on the card list. This feature provides the option to apply headers/footers on cards without having to submit them, which is useful for cards that will not be submitted individually but d...
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Last Updated: 10/03/2025
in Release Notes Current Releases
Here's a list of updates found in our September 2025 release. Project Template Updates To simplify the user experience and improve consistency across the DocBoss system, the project template interface has been refreshed to display sections in ...