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If a document undergoes internal review and receives an "approved" status , the internal approval workflow is considered completed. If a new document is received for a card which is already considered internally approved, the card can go through ...
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Created On: 05/13/2026
in FAQ General FAQ
The projects with cards in the queue for submittal can be identified from the project list ( Logo Menu > Project List ). Each submittal target (customer/sub-supplier/internal) has a separate column which can be filtered using a variety of differen...
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Here's a list of updates found in our May 2026 release. Key Updates Grid Improvements The code, card and equipment list grids will now be fit to the size of your screen, and scrolling will occur from within the grid. These changes make it easie...
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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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Cards included in an SDI report can easily be grouped by a specified value (either by Major Tag OR by a custom doc code/card field). To achieve this , the " GroupSDI " array can be added to the template (encompassing the " DocumentsByIndex " arr...
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Created On: 01/30/2026
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 Add Doc Code to Project call can be used to add doc codes to the code list on a pre-existing project in DocBoss. The doc codes than can be added must already exist on the company doc code list selected for use on the project. New doc co...
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Sometimes, the full workflow required for a document is unknown OR the workflow takes a different path than what was set up initially. In cases like this, a different stage list can be selected after completion of the current stage. Once a compl...
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Created On: 01/19/2026
in FAQ General FAQ
If the sub-supplier cannot view the project in the portal, confirm the following: Is the project marked hidden OR complete? If the project is hidden on considered completed, the portal will not appear in the supplier's project list. To con...
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Created On: 01/12/2026
in FAQ General FAQ
By default, reviewer users do not have the ability to (a) create new incoming submittals, (b) upload files to pre-existing incoming submittals, and/or (c) assign files to cards within incoming submittals via Incoming Documents. However, reviewer...