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The "Main" tab of the Project Configuration page is where many of the project options are configured. This article explains the various options available on this page. The first time a project is started, this screen defaults to the Quick Start ...
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Last Updated: 09/28/2026
in Articles Projects Project FAQ
When working with sub-suppliers, there are several options that can be enabled for DocBoss to help identify which documents belong to each sub-supplier and to make submittals and expediting easier. PO List If the sub-supplier you work with...
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Sub-suppliers often reference orders by their own PO number, not by the sales order number on the project. DocBoss allows you to record and show the sub-supplier's PO number on submittal emails and in the sub-supplier portal . Enable sub-supplie...
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Each enabled expediting target includes the option to either send emails manually or on a pre-defined schedule: Manually Only - emails are sent manually from the Expedite Projects page (see article: Run the Expedite Process and Send Emails ...
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Last Updated: 09/28/2026
in Release Notes Older Releases
Here's a list of updates found in our May 2026 release. Key Updates Grid Improvements The code, card and equipment list grids will now be fit to the size of your screen, and scrolling will occur from within the grid. These changes make it easie...
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If you receive a combined file with multiple documents you are managing as separate cards, you can assign individual pages from the multi-page PDF to their corresponding cards following the instructions below. Open the viewer To begin, upload t...
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Last Updated: 09/23/2026
in Articles Projects SDI Reports
In order to manage/submit SDI reports in DocBoss, the report must be linked to a card. To do this, follow the steps below:
Step 1 - Ensure the doc code "Type" is set to "SDI Report"
Navigate to Project Menu > Cards > Code List ...
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Last Updated: 09/23/2026
in Articles Projects SDI Reports
Once the card is linked to the applicable SDI Report ( discussed in this article ), a regenerate icon will appear in the Tools column of the code list (for the SDI doc code), AND on the card list. Note : Re-generating the SDI from the Index ...
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A project is the container object in DocBoss. It defines the information required to manage your documentation. It typically reflects the purchase order detail from your customer. 1. Create new project From Project List (option 1)
Click th...
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Documents can be viewed in DocBoss without having to download them first. To enable the viewer, simply click the viewer “switch” (to the left of the "File Staging Area" header) to turn it on. Incoming Docs File Staging Area Once it is enab...