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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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Walk-through of a common internal approval workflow. In the example, the document is received, reviewed internally, and returned to the source. Once approved, the document is returned to the target.
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When you bring in a file from the customer and they return it with a comment page in the file, you can identify the comment page in the assignment screen. Once identified, DocBoss allows the user to determine the location of the comment and/or mar...
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Last Updated: 02/19/2026
in Articles Admin User Management
To view and enable automated email reports, first navigate to your User Profile ( System Menu > Edit your profile ) Scroll down to the Email Notifications area where several reports can be enabled and sent to you by email. Alerts A...
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When DocBoss auto-generates cards (based on your selected level), cards will be created for ALL equipment references. By default, all cards will be set as required based on a default query (i.e., "All docs are required"). In some cases, not all ca...
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When processing files returned from the customer, DocBoss expects that the page count has NOT changed. DocBoss knows:
Total pages sent (expected pages for return) - Example: 2
Total pages of the actual document - Example: 3
Total cover pag...
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When processing files returned from the customer, DocBoss expects that the page count has NOT changed. All details are explained here . BUT, when processing documents returned from supplier default "expected cover pages" value is always set to ...
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Last Updated: 02/19/2026
in Release Notes Current Releases
Here's a list of updates found in our February 2026 release.
Interface Changes Incoming Documents - Assign pop-up: The layout of the incoming assign form ( Project Menu > Cards In/Out> Incoming Documents > [Assign File] ) has been stream...
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There is a distinction in DocBoss between Comments and Markups . Comments are not embedded in the document. They are a generic area to add descriptive text about the file. If specific reference to the document is required, markups are a better...
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If you do not want DocBoss to extract/unpack the zip folder and upload the zip file as-is, you can drag and drop the zip folder directly onto the card via the Card List. Alternatively, you can upload the file through Outstanding Actions. To attac...