Updated Articles

  1. Create Manual Cards (Individual)

    Last Updated: 05/05/2026 in Articles Projects Set Up and Manage Cards Manual Cards
    Users may now add manual cards to their projects, even when just using the tagged equipment units. First - ensure the manual card module has been enabled on your project .  Add Cards To add an individual card, click the "Add Card" button in...

  2. Why does my document look strange in the viewer after upload?

    Last Updated: 05/01/2026 in FAQ General FAQ
    Learn how to fix document processing issues caused by deprecated Type 1 Postscript fonts.

  3. Formatting HTML email templates (and signatures)

    Last Updated: 05/01/2026 in Articles Templates Email Templates
    Fonts DocBoss uses pixels as the font size in our templates. The below chart can be used to make a correlation between pixels and points. Example: If the expected font size should be 10.5pt , the font size on the the template should b...

  4. Can equipment be modified on auto-generated cards?

    Last Updated: 04/30/2026 in FAQ General FAQ
    Auto-generated cards have their tagged equipment (and major tag(s), if applicable) automatically applied based on the level that is set on the doc code. Example: Doc code level is set to "Item/Model." As such, each card will include the tagged...

  5. Set Custom Revision Numbers (Per Stage)

    Last Updated: 04/21/2026 in Articles Projects Workflow Stages
    Custom revision values can be set for each stage on any given stage list to suit your company's process and/or your customer's requirements. This custom value will define the first  revision number, with subsequent revision numbers being set manual...

  6. Confidential Projects

    Last Updated: 04/17/2026 in Articles Projects Set Up and Manage Create Project
    Mark a project as confidential in order to allocate permissions to the project individually.

  7. Select Cover Page Templates and Settings on Project

    Last Updated: 04/08/2026 in Articles Templates PDF/CSV/XLS Templates Use
    On the " Main" tab of the Project Configuration page, you can choose which template you want to use for your project, for both Customer and Sub-Supplier submittals. To begin, expand the "Cover Pages and Stamps" section. You can also choose he...

  8. Markups on documents

    Last Updated: 04/08/2026 in Articles Projects Workflow Comments, Markup, and Stamps
    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 DocBo...

  9. Regenerate Compilation

    Last Updated: 04/08/2026 in Articles Projects Compilations Send
    Instructions for regenerating a compilation, and steps to take if/when the regenerate button is not available.

  10. Modify Default Equipment (EQ) Number

    Last Updated: 04/08/2026 in Articles Projects Set Up and Manage Equipment List Advanced
    Instructions for updating the default EQ number (for all doc codes), as well as modifying the EQ number for individual doc codes.
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