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Last Updated: 04/08/2026
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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Add doc code lists to companies for use on projects.
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On the " Main" tab of the Project Configuration page, you can choose which template you want to use for your project, for both Customer and Sub-Supplier submittals. To begin, expand the "Cover Pages and Stamps" section. You can also choose he...
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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 DocBo...
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Instructions for regenerating a compilation, and steps to take if/when the regenerate button is not available.
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Instructions for updating the default EQ number (for all doc codes), as well as modifying the EQ number for individual doc codes.
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The sub-supplier portal provides a secure location for your vendors to upload (and download) documents directly into your DocBoss projects. To allow sub-suppliers to view the portal, the sub-supplier will need to be:
1. Added to your system
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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. The grid in which they appear depends on the workflow target (b y default, it is the customer ).
To...
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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...
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Customize expediting reports and select expediting recipients.