Choose Your Sharing Method

Be flexible in the way you share documents

Send files directly through DocBoss —no need for third-party file transfer services.

Attach to an email

Documents can be directly embedded in the submittal email as individual attachments OR as a single zip file.

Download from a link

Sending a large number of documents in one submittal? Provide the recipients with a link to download the files safely and securely.

Upload to their portal

Is your customer using their own portal system? Upload a packaged zip into their portal, or integrate DocBoss directly with their system!

How to make a submittal

It's easy!

Step 1: Select the documents to include in the submittal
Step 2: Define the recipients, and choose the document sharing method
Step 3: Click send

Customize your submittal settings

DocBoss provides a number of options to meet your submittal requirements. Options can be defaulted or applied as-needed, providing optimal flexibility.

Adjust the email

Use a templated email to pull submittal details directly from your project. Need to make additional adjustments? You can edit the email body directly before hitting send.

No email required

If your customer is receiving documents through the portal (or you are uploading documents into their portal directly), you can choose to skip the email notification.

Send emails from your domain

Prefer to display your email address (or a generic company email address) as the sender? We can do that!

Settings for different targets

Sometimes, your supplier(s) and your customer ask for different things. You can manage settings for each target independently, making your submittals a breeze.

Learn more

Book a personalized demo with one of our Product Specialists today to see how these features can be customized to suit your company's needs.

Or, check out our other features here.