Updated Articles

51. Why is my user not appearing in the default user list?

    Last Updated: 10/02/2025 in FAQ General FAQ
    It is likely a permission issue if affiliates are enabled on your project. If a user has been added to DocBoss but is not available to select in a project's Default Users/Lists settings (under the " Main " tab of the  Project Configuration ...

52. What if I have multiple orders to manage in a single DocBoss project?

    Last Updated: 10/02/2025 in FAQ General FAQ
    If you have a customer who has issued multiple orders of equipment under one purchase order number, DocBoss can use custom equipment fields to identify multiple packages on one single equipment list. This will allow you to create one final compila...

53. How can I correct date errors in CSV/Excel import files?

    Last Updated: 10/02/2025 in FAQ General FAQ
    If you are getting date format errors when uploading CSV or Excel files into DocBoss, it is likely caused by Excel's regional settings. Opening a CSV in excel automatically converts any dates using excels expected format. If customers have a requi...

54. Why DocBoss (for YOUR customers)

    Last Updated: 10/02/2025 in FAQ Resources
    Periodically, we have customers looking for marketing material to include with bid packages. They are looking for something to help them stand apart on competitive bids. We have created a document which helps you promote your investment in DocB...

55. Compilation/Package Layout Presets

    Last Updated: 10/02/2025 in Articles Admin Customization
    To reduce manual work, a default compilation layout can be set up and used on any/all projects.  To set the default layout for compilations, navigate to System Menu > Admin > Compil. & Pkg Presets . To add a new compilation or package pre...

56. Setting the FROM: Email Address

    Last Updated: 10/02/2025 in Articles Admin Email Send Address
    Choose the email address DocBoss displays as the sender when making submittals.

57. Manage Users

    Last Updated: 10/02/2025 in Articles Admin User Management
    Admin users can manage their instance's user list from the Manage Users screen. From the Instance Menu , select Manage Users to navigate here. Manage Users From the Manage Users screen, admin users can: Man...

58. Delivery Mediums

    Last Updated: 10/02/2025 in Articles Admin System Setup
    Indicate method of submittal delivery on templates.

59. Adding Instance Logos

    Last Updated: 10/02/2025 in Articles Admin System Setup
    Add internal company logos for output on templates.

60. Merge / Split Instance(s) Transition Process

    Last Updated: 10/02/2025 in Articles Admin System Setup
    Recommendations for splitting or combining multiple instances of DocBoss.

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