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Last Updated: 06/23/2025
in FAQ General FAQ
There are times when a project has been started outside of DocBoss, and you want all submittal history to be brought into the system. Maybe you just enrolled with DocBoss and have a large project just underway. It is possible to recreate your sub...
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A distribution list defines the recipients of a transmittal. The list of names is typically included into the transmittal summary (depending on your transmittal template).
Topics
Add/apply distribution list on project
A...
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If the file numbers are same as the tag numbers they could be easily matched in bulk process by DocBoss with the auto-created card number which automatically contains the tag number.
But what if you have to include the same tags for two do...
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DocBoss can use your traceability information to create MTR packages. The decision on which method will depend on the type of management you are doing.
I am a Fabricator / Manufacturer
You purchase secondary steel (bars, plates etc) ...
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Last Updated: 06/24/2025
in Docs Projects Compilations SendSteps to change the default setting preventing compilation submittal prior to completion.
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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...
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Last Updated: 05/08/2025
in Docs Getting Started
The sections below walk through the DocBoss features in the order they are found in the menus. There are three menus you'll be working out of:
Logo menu (from the DocBoss logo on the top left of all screens)
Project menu (on the top le...
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Your Document Numbers
It is standard practice to assign a number to every document you are managing. These numbers can be auto-generated in DocBoss, so the structure/convention is common across all documents on your project.
If your engineer...
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Last Updated: 09/16/2024
in FAQ General FAQ
Key Terms
Code / Status / State > Doc Codes
The Doc Code List is a list of codes used by your customer on their project. The data entered in this area is available to use on any project. You may have as many Doc Code Lists as ...
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If using stage lists with multiple stages, it is possible to assign a different routing scenario to each stage the documents pass through.
First, ensure the correct Stage List is selected for the doc code (or card). If needed, save to apply t...