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This is the advanced guide to packages: how stage lists, statuses and synchronization actually behave, flow by flow. For what packages are and how to create one, start with the introduction: Create Package of Cards. Terms used on this page When ...
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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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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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Learn how suppliers access DocBoss portal to upload documents, review submittals, and track project status with this comprehensive guide.
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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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Last Updated: 09/28/2026
in Release Notes Current Releases
Here's a list of updates found in our September 2026 release, including AI Document Assignment , Automatic Expediting Emails , and Packages . Highlights In this release, we are introducing artificial intelligence (AI)! For details, see thi...
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Last Updated: 09/28/2026
in FAQ Steps to reset your password.
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Last Updated: 09/28/2026
in Articles Getting Started Log in, review navigation and menus, and learn about next steps for each user role.
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Last Updated: 09/28/2026
in Articles Projects SDI Reports
An supplier document index (SDI) report ( also commonly referred to as a document register, list or schedule) details the full scope of documentation for a specific project. Some customers require this type of deliverable, and may even supply ...
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You can add custom fields to your equipment list. Here's how to create and manage them. Create Global fields The initial set up of custom equipment fields (at the global level) must be done by an Admin User. Once created, they can be enabled ...