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Last Updated: 12/26/2025
in Articles Getting Started
Card List
Icon
Name
Definition
Create Copy
Creates an exact duplicate of a card that is auto-linked to the same equipment/units (see article ). *Note - The document number will be the same but with a new seque...
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Last Updated: 12/26/2025
in Articles Projects SDI Reports
Once the card is linked to the applicable SDI Report ( discussed in this article ), a re-generate icon will appear in the Tools column of the code list (for the SDI doc code), AND on the card list.
If the card is in an Outbound Workflow (t...
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Users may now add an unlimited number of custom fields to the main area of projects. Create new date, text, or list fields. There is also an option to define whether fields are mandatory. Users may apply them to any or all project templates. Ot...
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Null cards When a NULL card has been routed to a DocBoss user(s) (either using a NULL routing scenario or manually), the action due date will be set in one of two ways: If there is a customer due date set: The action due date will be set to...
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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: 12/15/2025
in Articles Admin User Management
Permissions are managed from the Manage Users screen. Note that there is a View Permissions screen from the instance menu, but it is READ ONLY and is available to all user types. To edit user permissions, navigate to System Menu > Users >...
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Last Updated: 12/15/2025
in Articles Admin User Management Bulk add or edit users via Excel.
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The customer portal provides a secure location for your customers to upload (and download) documents directly into your DocBoss projects. Customer web access is provided to contacts associated with the company. Before enabling customer web access...
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Add doc code lists to companies for use on projects.
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Navigate to the security settings screen via the Settings menu. Your user account must have the security permission to access the security settings. If you do not see this option, contact your administrator. The API Authorization ...