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As projects progress, often there are changes which happen to required equipment. DocBoss supports those and helps you manage the changes to your document cards.
Why does DocBoss monitor changes to equipment?
All Auto-Generated cards are dir...
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Last Updated: 09/28/2026
in Articles Admin User ManagementEdit details and permissions for own user or others.
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The outstanding actions grid is used to display a list of all the current assigned actions: Actions can be checked in the Action Dashboard screen where all actions across all Projects are included ( Logo Menu > Action Dashboard ) O...
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Create a new incoming submittal and add documents to it.
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Ensure Manual Cards are enabled on your project, see our article to learn how to enable this function: Enable Manual Cards
To bulk add manual cards, use the "Add/Edit Data via CSV" function. This option is available under the "More Actions...
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When receiving submittals with many files, users may want to use bulk processing to bring incoming documents into DocBoss. Instead of users individually dragging files into each card, DocBoss can automatically match each file to the appropriate ca...
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Instructions to link a compilation (or compilation table of contents) to a doc code. Instructions to unlink are also provided.
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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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A distribution list defines the recipients of a submittal. The list of recipients is commonly included on the transmittal summary (depending on your transmittal template).
Topics
Add/apply distribution list on project ...
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Last Updated: 09/16/2024
in Articles Getting StartedFind documentation, release notes, and frequently asked questions.