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DocBoss allows users to make changes to existing data in the Card List in bulk through two different methods: directly in the grid, and via CSV. Edit Data in the Grid To begin, filter the card list to display only the cards you wish to apply cha...
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Create Copy Copying a card is useful when you require an exact duplicate of a card i.e. the second card should be linked to exactly the same set of tags and codes, its is just a different file. An example might be a procedure card. i.e. On...
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Document numbers can be replaced both individually in the grid, as well as in bulk via CSV. Individual Updates (Grid) To update an auto-generated document number, simply click into the grid, type the desired number, and save. Once saved, a small...
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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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Add doc code lists to companies for use on projects.
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Last Updated: 09/28/2026
in FAQ General FAQ
As of September 2026, DocBoss offers tools powered by artificial intelligence (AI). These tools are designed to enhance your workflows and save you time. Enable AI tools
Each user can decide whether or not they'd like to use AI tools. To en...
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Last Updated: 09/28/2026
in Articles Projects Workflow Stages
After creating a stage list, stages can be added to suit your company's process. If you are looking to modify stages on a stage list mid-project, see our support article: Update/Change Stage List Mid-Project . To add a stage to a new stage lis...
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Last Updated: 09/28/2026
in Articles Projects Workflow Stages
Before using stages, a stage list will need to be created. Stage lists can be added/modified at the Admin level, as well as on individual projects. Create list (from Admin) To create a stage list that can be used on any project, navigate to ...
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Last Updated: 09/28/2026
in Articles Projects Workflow Stages
Stage lists can be organized into named collections in order to facilitate the import of stage lists into new/existing projects. Create a collection To create a new stage list collection, navigate to System Menu > Admin > Stage Lists . Switch...
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Project configuration templates enable you to pre-define and reuse settings for projects, making project setup quick and easy. Create a new template To create a new project configuration template, navigate to System Menu > Admin > Project Confi...