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Providing a list of documents in the body of the submittal email allows the recipient(s) to know the details of the submittal without having to open the transmittal file. To achieve this, an additional sheet (tab) can be added to the transmittal ...
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Instructions for setting up and using a provided .xlsx TOC template.
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Create dashboard tiles with stats from groupings of projects.
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When users build card lists with levels, such as one card per tag for example, but later realize that one card covers multiple tags, there is no longer a need for the additional cards. Rather than leave the original cards as pending, DocBoss...
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Last Updated: 02/04/2026
in Articles Admin User Management Instructions for setting a user as a commercial contact (i.e., a user responsible for contract-related activities)
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Steps for creating a template.
Must be in excel format
Any cells where the output data is to be defined by DocBoss , must have applicable variable entered
You must set your print area (remember to include the last column)
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Before starting, note that templates:
Must be in excel format
Any cells where the output data is to be defined by DocBoss, must have applicable variable entered
You must set your print area (remember to include the last column)
For...
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To update the auto-numbering format, navigate to the "Main" tab of the Project Configuration page (Project Menu > Set Up > Project Configuration). The Auto-Numbering Format allows you to automatically assign document numbers (and/or your ...
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Last Updated: 02/02/2026
in FAQ General FAQ
When multiple DocBoss users are assigned an action on the same card, their review can be completed simultaneously without concern of overwriting and/or losing another's work. If two (or more) users are reviewing a file at the same time and mar...
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The revision settings for a project are set under the "Main" tab of the Project Configuration page (Project Menu > Set Up > Project Configuration). By default, DocBoss allows you to manage one revision number (primary doc rev), however...