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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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Here's a list of updates found in our February 2026 release.
Interface Changes Incoming Documents - Assign pop-up: The layout of the incoming assign form ( Project Menu > Cards In/Out> Incoming Documents > [Assign File] ) has been stream...
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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...
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Here's a list of updates found in our December 2025 release. Highlights Dynamic routing scenarios: Routing scenarios can now have roles selected without choosing specific reviewers. When the scenario is applied, the current RoleX users fro...
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Created On: 12/04/2025
in FAQ General FAQ
Auto-generated cards have their tagged equipment (and major tag(s), if applicable) automatically applied based on the level that is set on the doc code. Example: Doc code level is set to "Item/Model." As such, each card will include the tagged...