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Last Updated: 09/28/2026
in Articles Admin User ManagementOverview of user role types and their associated permissions.
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Overview of what differentiates a doc code from a card, and how they are related.
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Learn how suppliers access DocBoss portal to upload documents, review submittals, and track project status with this comprehensive guide.
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The sub-supplier portal provides a secure location for your vendors to upload (and download) documents directly into your DocBoss projects. To allow sub-suppliers to view the portal, the sub-supplier will need to be: 1. Added to your system
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Last Updated: 03/09/2026
in Articles Projects Workflow Stages
Stage lists provide a way to set different workflows for different types of documents. Whether a single or multi-step submittal process is required, stage lists allow you to move through these stages in DocBoss.
By default, DocBoss pop...
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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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DocBoss allows users to make changes to existing data in the Card List in bulk through two different methods: directly in the grid, and via CSV. Edit Data in the Grid To begin, filter the card list to display only the cards you wish to apply cha...
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To update the auto-numbering format, navigate to the "Main" tab of the Project Configuration page (Project Menu > Set Up > Project Configuration). The Auto-Numbering Format allows you to automatically assign document numbers (and/or your ...
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Add doc code lists to companies for use on projects.
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Instructions for setting up a package code, and the associated impact on the card list. Guidance around uploading documents and submitting the package are also provided.