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If tracking a secondary revision value, the revision history output on cover pages can be set up to show only the secondary revision record. This is useful when a template includes two revision history tables: one that lists all revisions, and ano...
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Last Updated: 10/28/2025
in FAQ General FAQ
Sometimes you may need to send a modified document while the current version is still being reviewed by the customer. An Example:
You send revision 0.
Someone at the customer side steps outside of the normal doc control process (sometimes ...
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Last Updated: 10/22/2025
in FAQ General FAQ
If unsure where a card is, try out the troubleshooting steps below. Topics
Cannot find card in Incoming Documents
Cannot find card in Outgoing Submittals
Cannot find card in Card List
Card has incorrect document
Cannot fi...
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Last Updated: 10/22/2025
in Articles Admin User Management Overview of user role types and their associated permissions.
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Navigate to the Equipment List Equipment (with related tags) must be entered into DocBoss to enable card creation.
To begin entering equipment, navigate to Project Menu > Equipment > Equipment List. Select Tagged Equipment t...
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Workflow Option: Routing Documents via Actions When routed internally, the documents are moved to user specific work areas called “Outstanding Actions”. Inside that area, users will make comments on the documents, while having the option to uploa...
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During the course of managing cards you define routing and transmittal requirements. This is typically managed by DocBoss as you upload documents to the system because you have already assigned your specific workflow instruction.
However – On...
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Once an action has been applied to a card, it remains in the "Outstanding Actions" grid until all actions have been completed. To view all outstanding actions for an individual project, navigate to Project Menu > Outstanding Actions . To view...
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Last Updated: 10/17/2025
in Articles Admin Security
The Security Settings screen is only available to users who have the Security Permission . To get here: The Security Settings screen is where you can adjust (1) authorization (for users and/or submittal recipients ), (2) API authorizat...
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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 ...