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DocBoss supports viewing and adding document markup. Annotations can be viewed on the the assign screen, and can be added in the assign pop up and/or from the outstanding actions interface. You can add markups to files when you upload them to DocBo...
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When creating a new Project, the initial submission dates (original scheduled dates) are set by default to 10 days after order date (global setting modifiable from System Menu > Admin > General). This can be changed from the Code List usin...
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On the " Main" tab of the Project Configuration page, you can choose which template you want to use for your project, for both Customer and Sub-Supplier submittals. To begin, expand the "Cover Pages and Stamps" section. You can also choose he...
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Documents can be viewed in DocBoss without having to download them first. To enable the viewer, simply click the viewer “switch” (to the left of the "File Staging Area" header) to turn it on. Incoming Docs File Staging Area Once it is enab...
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Last Updated: 11/05/2025
in Articles ProjectsSummary of steps to set up a new project.
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Navigate to the Equipment List Equipment (with related tags) must be entered into DocBoss to enable card creation.
To begin entering equipment, navigate to Project Menu > Equipment > Equipment List. Select Tagged Equipment t...
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Add customer approval status lists (or internal lists to track customer approval statuses).
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The file naming format is used to generate the file names on any Outgoing Submittals. Navigate to the Project Menu > Set Up > Project Configuration . From the " Main " tab, expand the "File Naming Pattern" section. Single pattern forma...
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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...
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Walk-through of a common internal approval workflow. In the example, the document is received, reviewed internally, and returned to the source. Once approved, the document is returned to the target.