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Last Updated: 05/07/2026
in Articles Library Overview of what library documents are, and instructions for how to add/edit document types and library card fields.
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Last Updated: 05/05/2026
in Articles Library Instructions for editing library cards (individually and in bulk).
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Last Updated: 05/05/2026
in Articles Admin System Setup Customize default settings for all projects.
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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 "Add Card" button in...
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Last Updated: 05/01/2026
in FAQ General FAQ Learn how to fix document processing issues caused by deprecated Type 1 Postscript fonts.
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Fonts DocBoss uses pixels as the font size in our templates. The below chart can be used to make a correlation between pixels and points. Example: If the expected font size should be 10.5pt , the font size on the the template should b...
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Email templates are used to automatically fill in the body of email notifications, including submittal emails and expedite request emails. To create an email template, navigate to System Menu > Template Mgmt > Output Templates. From the "Email Tem...
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Learn how suppliers access DocBoss portal to upload documents, review submittals, and track project status with this comprehensive guide.
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The customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received documents. The following describes what your customer sees when they access the po...
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Last Updated: 05/01/2026
in FAQ General FAQ
If the sub-supplier cannot view the project in the portal, confirm the following: Is the project marked hidden OR complete? If the project is hidden on considered completed, the portal will not appear in the supplier's project list. To con...