-
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...
-
RegEx (regular expression) patterns are a standard type of coding used to match text. In DocBoss, you can use RegEx to parse card metadata from the file names when using the Bulk Processing and Create Cards and Match features. Formatting p...
-
DocBoss strives to help you avoid errors – as such, we don’t show the compilations in the outbound area until all documents are complete (by default). If you wish to submit the TOC before all the documents have been fully approved, there is an ico...
-
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 ...
-
Last Updated: 02/13/2025
in Docs Admin User Management Overview of user role types and their associated permissions.
-
Last Updated: 02/13/2025
in Docs Library
The Library is a space to store documents that can be reused. This can be useful for documents that are unchanging between projects, including (but not limited to) Instruction Manuals, Brochures, MTRs, Welder Cert’s, and Procedures.
To a...
-
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...
-
The Create Project call can be used to automatically trigger project creation in DocBoss when an order is added to an external system. When a doc control user creates a new project in DocBoss, they typically have information from the Vendor Doc...
-
When DocBoss regenerates a compilation (only in the case where it is lined to a code), the process includes updating the active file in the linked cards. But - what if you have already received an approved compilation back from your customer? Ce...
-
Last Updated: 12/02/2024
in Release Notes Current Releases
Here's a list of updates found in our December 2024 release! Highlights include a quick way to create manual cards for unmatched files , updates to the Library , and more streamlined navigation . Projects (Individual) Incoming and Outgoing D...