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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.
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Instructions for duplicating a doc code, and why it is useful. Alternative approaches are also explored.
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Overview of the key settings available for doc codes, and their impact on associated cards.
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Instructions for adding doc codes to a project, both by importing from the company profile, and adding manually via CSV.
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Overview of what differentiates a doc code from a card, and how they are related.