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Table of Contents
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Glossary
Release Notes
Current Releases
Release Notes - August 2025
Release Notes - July 2025
Older Releases
Release Notes - December 2024
Release Notes - September 2024
Release Notes - May 2024
Release Notes - March 2025
Release Notes - January 2024
Release Notes - December 2023
Release - October 2023
Release - Aug 2023 (Viewer Update with New Markups)
Release - May 2023
Release - February 2023
Release - Oct 2022
Release - July 2022
Release - April 2022
Release - January 2022
Release - August 2021
Release - April 2021
Release - Jan 2021
Release - December 2020
Release - September 2020
Release - June 2020
Release - March 2020
Release - January 2020
Release - September 2019
Release - July 2019
Release - April 2019
Release - January 2019
Release - September 2018
Release - May 2018
Release – March 2018
Release – Jan 2018
Release – Aug 2017
Release – May 2017
Release – Jan 2017
Videos
1 - Adding a Customer
2 - Creating a Project
3 - Auto-Creating Registers
4 - Trimming Auto-Created Registers
5 - Manual Cards
6 - Workflow and Status (Routing and Transmittals)
7 - Working with Stages
8 - Create Compilations
9 - Upload Documents & Assign Workflow
10 - Assigning Individual Pages
11 - Applying Stamps
12 - Custom Levels for Procedures
13 - Outstanding Actions
14 - Creating Quotes
15 - Material Test Report (MTR) Packages
16 - Supplier Portal
17 - Templates
18 - Internal Approval
19 - Packing & Unpacking
20 - Custom Card Fields
21 - Custom Equipment Fields
22 - Major Tags
23 - Markups
24 - Quick Tips
Compilation Settings
Edit Document Numbers via CSV
Edit Revision Numbers via CSV
Edit Sequence Numbers via CSV
Docs
Getting Started
Getting Started (for New Users)
DocBoss System Navigation
DocBoss Support Site Navigation (New)
Learning Mode
Working with Grids
Reviewer User Guide
Companies and Contacts
Affiliates
Affiliate Best Practices and Maintenance
Affiliate Companies
Company Setup
Adding a New Company
Add Company Doc Code Lists
Internal Doc Code List
Company Status Lists
Adding an Address
Format Import Companies in XLS
Contacts
Adding Contacts
Vendor/Customer Portal
Sub-Supplier Portal (Admin)
Sub-Supplier Portal (Supplier View)
Enable Customer Portal Access
Customer Portal (Customer View)
Projects
Project Setup: Quick List of Steps
Set Up and Manage
Create Project
Initiate a Project
Copy a Project
Definitions of the Default Users and Lists section
Project Profile Definitions
Project Main
Confidential Projects
Equipment List
Manage Equipment
Add Equipment
Edit Equipment
Disable Equipment
Impact of Change Order
Major Tags
Major Tags
Disable Major Tags Module
Horizontal Equipment List Upload
Include Sub-Units as Additional Columns in Unit Upload (Horizontal Layout)
Build Import File for Horizontal Layout
Horizontal Layout (Equipment List) Troubleshooting
Advanced
Add Custom Equipment Fields
Combination Fields
Assembly Line and Assembly Model
Custom Levels
Data Inheritance
Create an NDE log (and generate quality packages)
Modify Default Equipment (EQ) Number
Add Additional Equipment Type to Project
Code List
Doc Codes vs. Cards
Add Doc Codes to a Project
Configure Doc Code List
Duplicate a Code
Create Package of Cards
Cards
Card List
Filtering the Card List
Status (Combined) Column Explanation
Edit Cards
Update Document Numbers
Edit Cards via CSV file
Marking cards as required / not required
Merge Cards
Edit Merged Cards
Split a card (and split equipment list)
Copy a Card (Create Copy) or Create a New Sheet
Locking Cards
Card State
Doc No. Pass-Through
Create Translation Cards
Copy Card with History
Manual Cards
Getting rid of ‘(Sheet 1 of 1)’ from Manual Cards
Enable Manual Cards
Create Manual Cards (Individual)
Create Manual Cards (Bulk)
How to upload multiple sheets for manual cards
Add Secondary Code(s) to Manual Card
Card to Unit Changes
Card to Unit Changes Causes
Process Card to Unit Changes
Obsolete Cards
Obsolete Cards and How to Manage Them
Example of an obsolete card
Void / Supersede
Temporary Cards
Temporary Cards
Due Dates
Initial Submission Dates
Turn Around Days
Set Date Format
Due Date & Expected Date
Reference Date Abbreviation Definitions
Numbering Formats and Output Settings
Header and Footer Format
Output Settings
Document Auto-Numbering Format
Outgoing File Name Format
Document Revision Settings
Using IF statements
IF Statement for Header/Footer
Custom Fields
Add Custom Doc Code/Card Fields
Other Data - Project (Main) Fields
Create Lists for Custom Fields
Create custom lists for use in custom fields
Project Template
Project Templates
History
Document History
Edit card history entries
Export Individual Card History
Move history and active file to a different Card
Send/Return Pairs
Update Previous Submittal Dates
Revert File and Meta-Data
Generate Card History Export
Export
Saving submittals on your server
Bulk Export of Files and Data from Project
Prices and Estimates
Default Prices
Prices and Estimates
Completing Projects
Completing a Project
Workflow
Incoming Documents
Upload documents
Assigning files to document cards
Processing Returned Files from Customer
Unpack Packaged Cards
Bulk Process
Bulk Processing for Incoming Documents
Matching Tag Numbers in Bulk Process
Understanding the Split Parameter in Bulk Matching Process
Bulk Assign and its impact on default routing
Bulk Processing Default Settings
Create Cards and Match
Using Regular Expressions
Advanced
"File is Empty" Upload Error
Exceptional File Handling (Skip Processing)
Assigning Multiple files to a card
Acceptable Native File Types
Expected cover pages: In from Supplier/internal
Managing number of pages on returned documents
Why do I see upload error on the assign screen?
Undo assignment on assign screen
Individual Page Assign
Upload Zip File without Unpacking
Comment sheets inside uploaded PDF files
Outgoing Submittals
Sending Documents (Outgoing Submittals)
Distribution Lists
Options for outgoing (submittal) notification emails
List of Completed Submittals
Auto-Reclaim Submittal
Void Submittal
Advanced
Document Workflow
Sending documents via Ad-Hoc
How to re-submit documents that have been previously completed (approved)
Re-Send and Forward Transmittals
Log for Sent Emails
Send a Separate Submittal per File (Batching)
Selecting Email Template
Stages
Introduction to Stages & Stage Lists
Create Stage List
Add Stage(s) to Stage List
Assign Stage List to Doc Code
Stage List Workflow (Example)
System Default Stage Lists
Set Custom Revision Numbers (Per Stage)
Modify Stages from Edit/Assign Screen
Update/Change Stage List Mid-Project
Stages Library
Routing and Actions
Assign and Complete Actions
Complete an Outstanding Action
Remove an Action
Bulk Complete Actions (Routings)
Outstanding Actions
Edit the Routing of a Card
Assign an Action
Routing Scenario
Routing Scenario
Add/Edit Routing Scenario
Apply Routing Scenario
Apply Different Routing Scenarios Per Stage
Assign Internal (user) routings to NULL Cards
Set default routing for complete and/or incomplete cards
Comments, Markup, and Stamps
Document Viewer
Apply Stamps
Markups on documents
Comments (workflow specific)
Internal Approval
Introduction to Internal Approval
Enable Internal Approval
Create/Modify Internal Approval Status List
Enable Internal Approval on Stage List
Apply Internal Approval Stage List to Doc Codes
Internal Approval Workflow (Example)
Internal Approval Workflow Pop-Up
Compilations
Create
Create a Compilation
Overview of Compilation Options
Attach Compilation/TOC to a Doc Code
Change Compilation Level
Options and Layout
Sorting and Grouping
Sort Cards in Compilation
Using IF statement for Compilation TOC and Bookmark patterns
Compilation Sub-Packages
Table of Contents
Overview of Table of Contents Options
Table of Contents - Examples
Adjust Default Table of Contents Styling
Use Pre-Established Table of Contents Template
Layout and Styling
Compilation Structure & Styling Presets
Create Reusable Compilation Layout
Compilation Templates (and Layout Impacts)
Add Compilation Cover Page
Add Revision Index to Compilation
Send
Regenerate Compilation
Submit Incomplete Compilation
SDI Reports
Add an SDI Report to your project
Regenerate SDI Reports
Linking an SDI Report to a Document Card
Advanced
Document Index by Tag (SDI Report by Tag)
Excel Parameter to Show Changes on SDI Report
Adding Headers/Footers to Excel SDI Templates
Job based Supplier Document Indexes
Create multiple SDI reports for one project using Worksheet parameter
Project FAQ
What if my Customer doesn't want the document I just submitted?
Project setup when customer sends a detailed document list (with numbers), instead of a list of doc codes
Working with Sub-Suppliers
Grid Row Colors (Card List)
Sub-Supplier List and the Sub-Supplier Override
Edit Data via CSV When Using Values Containing Commas or Quotes
How to Create a Job and Assign it to multiple projects
Create a Weld Log (and generate weld cert/weld procedure packages)
Remove Special Characters from CSV
Multi-Project Screens
Project Dashboard
Project Dashboard Overview and Tile Layout
Project Hub
Configure Lenses on the Dashboard
Multi-Project Tiles
Reporting
Metrics and Assignment Activity
Project Metrics
Project Metrics - Description of each metric
Assignment Activity (By User)
Multi-Project Card Report
Expediting
Enable Expediting for a Project
Configure Expedite Reports
Run the Expedite Process and Send Emails
eSignatures
Generate (or upload) eSignature Certificates
Set eSignature requirements per Doc Code (or Card)
Apply eSignatures to Outgoing Submittal
Signing files with eSignature (User action)
Templates
PDF/CSV/XLS Templates
Create
How to Create Templates
Template Troubleshooting, Tips and Tricks
Upload and Test
Upload Templates into DocBoss
Testing Cover Pages
Testing Transmittal Templates
Use
Select Transmittal Templates on Project
Select Cover Page Templates and Settings on Project
Select Cover Page/Stamp Setting per Doc Code
Add Stamps
Template FAQ
Show un-licensed employee names in submittal history
Edit the Default Overdue Cards Report
Stage Abbreviation Adders (inside the status list)
Add a Logo to Transmittal
Template-Specific Date Formatting
Keep Hyphenated Values on a Single Line in Template Output
Using Crop and Lock and Screen Ruler to Help Convert Templates
Email Templates
Create a New Email Template
Formatting HTML email templates (and signatures)
Library
Library Documents
Connect Library Documents to Doc Codes or Cards
Edit Library Cards
Review Expired Documents
Add Custom Library Fields
Export / Import Instance Library
Material Test Report (MTR) Management
Store Material Test Reports (MTRs) in the Library
Advanced Library Queries (Pattern Search) for MTRs
MTR Packaging & Management in DocBoss
Admin
Enable Support Access
Getting Started with DocBoss (for Program Administrators)
System Setup
Instance Default Settings General
Merge / Split Instance(s) Transition Process
Adding Instance Logos
Delivery Mediums
User Management
User Roles
Bulk Add/Edit Users
Enable Affiliate Permissions for a User
Automated email reports from user profile
Change CSV Delimiter (correct CSV data not showing as separate columns)
User Profile
Manage Users
Add Users / Edit / Disable Users
User Permissions
Enable Security Permission for a User
Set Commercial Contact
Email Send Address
Sending email from a custom domain
Setting the FROM: Email Address
Application Programming Interface (API)
API Documentation
Create API access credentials (per application)
API FAQ
Using "Create Project" API Call
Security
Security Settings
Multi Factor Authentication (MFA) for Users
Multi Factor Authentication (MFA) for Submittal Recipients
Single Sign-On (SSO) and User Provisioning
Microsoft Entra ID (SSO and User Provisioning)
Okta (SSO and User Provisioning)
Ping (SSO and User Provisioning)
SSO FAQ
How do I transition to SSO without disrupting users?
History of Access to DocBoss
Customization
Outgoing File Naming Rules
Packages Layout
Ignored Values
FAQ
What do I do if I forgot my password?
General FAQ
Can my customer use DocBoss to markup documents?
How can I create a digital twin of a project?
How can I create a stage that is only for internal routing?
How can I correct date errors in CSV/Excel import files?
How can I make my final books VDI 2770 compliant?
How can I recreate external submittal history?
How can I resolve dash/hyphen keyword search issues?
How can I upload an older revision of a document?
What are the key terms used in DocBoss?
What if I have multiple orders to manage in a single DocBoss project?
Why does my document look strange in the viewer after upload?
Why is my card or document missing?
Why isn't my compilation showing in the outgoing submittals area?
Why is my user not appearing in the default user list?
Troubleshooting: Upload Speed
How can I send documents in PDF/A format?
Resources
Test Your Knowledge (DocBoss Topics List)
Using Cover Page Variables to Build Source Documents
Why DocBoss (for YOUR customers)
Home
Videos
9 - Upload Documents & Assign Workflow
08/15/2025 3:21 pm MDT