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Which expediting report a card appears in, and which due date shows against it, depends on three things: whether the card has been submitted yet, the Type set for its doc code on the Code List, and whether the card has a routing. Cards awaiting...
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Overview of why compilation cover pages are useful, and directions for adding into the compilation structure.
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Last Updated: 08/18/2026
in Articles Admin User Management Overview of user role types and their associated permissions.
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Instructions for adding doc codes to a project, both by importing from the company profile, and adding manually via CSV.
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This article explains the steps to applying stamps. Please keep in mind, for the stamps to show on the documents (not just a preview), they must be sent via outgoing submittals. It is during this process DocBoss adds the stamp you apply to the doc...
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Cards included in an SDI report can easily be grouped by a specified value (either by Major Tag OR by a custom doc code/card field). To achieve this , the " GroupSDI " array can be added to the template (encompassing the " DocumentsByIndex " arr...
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DocBoss maintains a state for every locked card. Cards become locked if ANY of the following actions have been performed:
The card has been submitted to the customer (tracked separately also)
A system generated INDEX has been submitted...
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Instructions for creating and using a compilation layout, both at the system and project level.
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Customize dashboard tiles with additional filter options.
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Overview of the available options for organizing and structuring a compilation.