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If you do not want DocBoss to extract/unpack the zip folder and upload the zip file as-is, you can drag and drop the zip folder directly onto the card via the Card List. Alternatively, you can upload the file through Outstanding Actions. To attac...
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Step 2 of the eSignature process.
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Last Updated: 07/04/2025
in Articles Admin User Management
How to get here:
These options are only available from the Manage Users screen.
To Add : Above the grid, click Add User.
To Edit : Click the edit icon (tools column) for the specific user.
To Disable : Click the disabl...
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Last Updated: 07/04/2025
in Articles Admin System Setup Customize default settings for all projects.
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Last Updated: 07/04/2025
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...
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Headers and footers can be added to documents to provide information consistently on every page. In addition to automatically generated page numbering, this feature can be used to display document-specific information (e.g., card name, doc no., eq...
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DocBoss supports viewing and adding document markup. Annotations can be viewed on the the assign screen, and can be added in the assign pop up and/or from the outstanding actions interface. You can add markups to files when you upload them to Doc...
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Last Updated: 07/02/2025
in Articles Getting Started Log in, review navigation and menus, and learn about next steps for each user role.
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Last Updated: 06/30/2025
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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As an exception to most grids where users can click to download the data in CSV, the history grid does not currently have that option. At this time, the process to export the history of an individual card is a bit manual. The history record of ...