5 Popular Articles in DocBoss To Read Now

Have you recently visited the DocBoss Support website? The site contains new and updates articles, videos, FAQs, and every product release current and past.

Since we update DocBoss several times per year, this means that our subscribers get instant access to the new and updates features several times per year, and at no extra cost.

Here are 5 popular articles that we have written that you may not have seen. They illustrate and explain how to perform various functions in DocBoss to help you take better advantage of it and improve your document control processes.

• Process Card to Unit Changes

  Last Updated: 03/03/2025 in Docs  Projects  Set Up and Manage  Cards  Card to Unit ChangesSometimes, users may need to make changes to the Equipment List after documents have been submitted. Some situations where this could happen are: A project change order has been received A new piece of equipment has been added …

• Create Package of Cards

  Last Updated: 06/20/2025 in Docs  Projects  Set Up and Manage  Code List (Requirements)When files need to be managed individually but the customer requires that all related files be submitted together, the package function can be used. This function works by create cards for each individual file, while also auto-creating a package of …

• Create Manual Cards (Bulk Load)

  Last Updated: 03/13/2025 in Docs  Projects  Set Up and Manage  Cards  Manual CardsEnsure Manual Cards are enabled on your project, see our article to learn how to enable this function: Enable Manual Cards To bulk load manual cards, use the “Add/Edit Data via CSV” function. This option is available under the “More Ac…

• Using IF statement for Compilation TOC and Bookmark patterns

  Last Updated: 04/25/2025 in Docs  Projects  Compilations  Options and Layout  Sorting and GroupingIF statements can be used to apply patterns based on if a card falls into a certain requirement. For example, If a card type is manual, display as X, if a card type is auto-generated, display as Y. An example of when this would be used is …

• Configure Expedite Reports

  Last Updated: 03/31/2025 in Docs  Multi-Project Screens  ExpeditingCustomize expediting reports and select expediting recipients.