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When a document it is returned by the customer with a status that have "stage complete" and this is the last or only stage, the cards it is marked as complete: Once a card it is marked as complete, there is no further workflow expected. If ...
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The customer portal provides a secure location for your customers to upload (and download) documents directly into your DocBoss projects.
Customer web access is provided to contacts associated with the company. Before enabling customer web ...
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Provide these instructions to your IT department to allow use of your company's email addresses as a sender in DocBoss.
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Last Updated: 10/29/2025 in Articles Admin Security
Enable for System To enable Multi-Factor Authentication (MFA) your security enabled user should navigate to the security settings screen. Note that only the users with security settings will see this interface. Navigate to System Menu > Admi...
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Submittal Defaults The defaults for submittal email notifications (for each target) are set on the project configuration template. If these defaults should be modified on a specific project, navigate to Project Menu > Set Up > Project Configurat...
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The portal provides a secure location for customers to upload documents directly into the supplier's document control system (DocBoss). The customer can also download received documents.
To access to the customer portal, click on the URL ...
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Documents that are available for submission (based on workflow) will automatically move to a queue located on the outgoing submittals screen.
To see your outgoing submittals, navigate to Project Menu > Cards In/Out > Outgoing Submittals.
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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).
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Add/apply distribution list on project ...
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Last Updated: 10/02/2025 in Articles Admin System Setup
Indicate method of submittal delivery on templates.
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To see your completed submittals, navigate to Project Menu > Cards In/Out > Outgoing Submittals. The "Submittals" drop-down lists the details of the submittals that have been issued on the project.
The key columns available in the ...
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Ad-Hoc submittals are special in that they do NOT affect the workflow of your documents. It is simply a way to get documents to anyone outside the company, recording they were sent, and leaving the status, stage, etc. unaffected. Ad-Hoc submitta...
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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, but doesn’t physically return the original transmittal or documents...