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Created On: 09/10/2026
in FAQ General FAQ
As of September 2026, DocBoss offers tools powered by artificial intelligence (AI). These tools are designed to enhance your workflows and save you time. Enable AI tools
Each user can decide whether or not they'd like to use AI tools. To en...
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Stage lists can be organized into named collections in order to facilitate the import of stage lists into new/existing projects. Create a collection To create a new stage list collection, navigate to System Menu > Admin > Stage Lists . Switch...
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Sub-suppliers often reference orders by their own PO number, not by the sales order number on the project. DocBoss allows you to record and show the sub-supplier's PO number on submittal emails and in the sub-supplier portal . Enable sub-supplie...
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Each enabled expediting target includes the option to either send emails manually or on a pre-defined schedule: Manually Only - emails are sent manually from the Expedite Projects page (see article: Run the Expedite Process and Send Emails ...
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Here's a list of updates found in our September 2026 release, including AI Document Assignment , Automatic Expediting Emails , and Packages . Highlights In this release, we are introducing artificial intelligence (AI)! For details, see thi...
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By default, DocBoss adds the submittal cover page to the front of the outgoing document. When the document also carries comment pages, you can have those comment pages sit ahead of the cover page, so the outgoing page order becomes: comment pages,...
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Which expediting report a card appears in, and which due date shows against it, depends on three things: whether the card has been submitted yet, the Type set for its doc code on the Code List, and whether the card has a routing. Cards awaiting...
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Created On: 05/19/2026
in FAQ General FAQ
Notes that have been documented in the "Project Notes" field on the Project Configuration page ( Project Menu > Set Up > Project Configuration > Other Data ) can be accessed on pages related to submittals, both incoming and outgoing. If enable...
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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...