New Articles

  1. Release - January 2022

    Customer Portal The customer portal has been changed to allow customers to upload documents directly to projects. It now shares a common format and functionality with the Vendor Portal. For more details on Customer Portal, see our article h...
  2. Re-Send and Forward Transmittals

    To Re-Send or forward a transmittal, navigate to Outgoing Submittals and click on the underlined submittal number, as shown below. Here you will see the options to Re-Send or Forward. If you choose to Re-Send the email, it will b...
  3. Import Stage List from Admin

    In order to bring a stage list into any project and have it available for any future projects, it must be created at the Admin level. If you create a stage list in the admin area AFTER you created your project, you can "import it" in...
  4. Filtering the Card List

    The walkthrough shown below uses the Card List to illustrate filtering options. Filtering on the Multi-Project Card Report screen uses the same layout. There are different areas of the screen for different types of filters. The sections are c...
  5. What if my Customer doesn't want the document I just submitted?

    If you have resubmitted a document and your customer decides they don't need it and asks you to just use the last approved document instead, how do you handle this in DocBoss? The first step is to void the outgoing submittal. Next, na...
  6. Completing a Project

    To complete a project in DocBoss, navigate to the Main page in your project and click "Complete Project". If all cards are in a status complete - Great! The project will be Completed. If you have any cards not in a complete status (ie: ...
  7. Select Transmittal Templates on Project

    Navigate to the Main page of your project. In the Output Settings section under Submittals, you will have a drop down that will allow you to select any Transmittal Templates that are available for your use. Find the one you want and select it - ...
  8. Select Cover Page Templates and Settings on Project

    On Project Main >  Cover Pages and Stamps , you can choose which template you want to use for your project, for both Customer and Sub-Supplier submittals. You can also choose here how you want to create Excel cover pages - add to Excel files ...
  9. Upload Zip File without Unpacking

    If you do not want DocBoss to extract/unpack the zip folder and upload the zip file as-is, you must drag and drop the zip folder directly onto the card via the Card List. Navigate to the card list 1) drag and drop the zip file directly onto ...
  10. Edit card history entries

    Users can now make edits to any of the fields in a historical entry. All changes are recorded, and the change log is visible by clicking the log icon beside any edited history entry. Identify manual history entries When m...