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Topics
Overview
Add affiliate companies
Assign project to affiliate
Affiliate user access
Assign licenses per affiliate
Update user access
Customization per affiliate
Project Templates
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Date formatting can be set in Docboss in three places: On specific projects, under Project > Set Up > Main On Project Templates, under Project Settings > Date Format Under Admin, for the whole system To see the current date settings for...
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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 ...
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After creating routing scenarios , users can apply them to doc codes or cards.
Apply routing scenarios to doc codes (individual)
If a routing scenario is available to use on a project already, select it from the Routing Scenario drop...
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To Get Here: Settings>Template Mgmt: Output Templates > Scroll down to Email Templates
Template Type/Target
DocBoss email templates are specific to a given target. Please select the target for your email.
Variables
Ge...
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Your browser does not support HTML5 video. The Auto-Reclaim feature allows users to complete the status of a document without uploading a new file. This is useful in situations where the customer approves a transmittal verbally or by email, b...
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Once an action has been applied to a card, it remains in the "Outstanding Actions" grid until all actions have been completed.
To view all outstanding actions for an individual project, navigate to Project Menu > Outstanding Actions . To ...
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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 Doc...
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Last Updated: 07/23/2025
in Release Notes Current Releases
Here's a list of the updates found in our July 2025 release. This release is packed with many small updates - read on for more info!
Projects (Individual) Doc Codes and Cards Button relocation on code list: Some of the options previou...
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Current Files from a Single Project Bulk download Users can extract the most recent file from multiple cards via the Bulk Doc Download function on the card list. Navigate to the card list for any project, select the card(s) you want to include ...