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Last Updated: 07/11/2025
in Articles Library Instructions for attaching library documents to project cards (individually and in bulk).
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Last Updated: 07/11/2025
in Articles Library Overview of what library documents are, and instructions for how to add/edit document types and library card fields.
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Last Updated: 07/08/2025
in Articles Admin Security
The Authentication Log provides an overview of who has accessed your DocBoss system, and when access was provided. This tool provides admin (+ security) users with additional transparency and visibility into who is accessing DocBoss on a day-to-...
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The Overdue Cards Report is an internal tracking tool that users can enable from their profile. The report template format is editable. There is one report format shared across your system, and this can be edited from Output Templates. (Search for ...
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Definitions - Due Dates are the dates when the documents are scheduled to be submitted to customer (if card is with customer and there is a date in this field, it is intended for the next submittal). - Expected dates are the dates when the docume...
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Last Updated: 07/04/2025
in Articles Admin User Management Overview of user role types and their associated permissions.
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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 the ...
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Query and export card data across multiple projects.
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Current Files from a Single Project Bulk download Users can extract the most recent file from multiple cards via the Bulk Doc Download function on the card list. Navigate to the card list for any project, select the card(s) you want to include ...
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To eliminate malicious file uploads, DocBoss maintains a list of uploadable file types.
If your file is not on this list, you will receive an error on upload. If the file is valid, please contact support. Once we manually validate the file type...