Updated Articles

  1. Approve Supplier Documents Internally

    Last Updated: 08/22/2025 in Key Features Workflow Management
    The video below explains the Internal Approval process in DocBoss, which allows you to approve supplier docs internally before sending them to your customer. ...

  2. Release Notes - August 2025

    Last Updated: 08/22/2025 in Release Notes Current Releases
    Here's a list of updates found in our short August 2025 release. Projects (Individual) Cover Page / Stamps Column in Card List Grid The selected option for cover pages and stamps (per doc code) is now available to add as a column in the car...

  3. User Profile

    Last Updated: 08/22/2025 in Articles Admin User Management
    Edit details and permissions for own user or others.

  4. Sub-Supplier Portal (Supplier View)

    Last Updated: 08/22/2025 in Articles Companies and Contacts Vendor/Customer Portal
    Learn how suppliers access DocBoss portal to upload documents, review submittals, and track project status with this comprehensive guide.

  5. Markup Documents

    Last Updated: 08/22/2025 in Key Features Workflow Management
    In DocBoss, you can easily add markups, create markup sheets, and export comments to communicate changes clearly and efficiently. The following video shows more of our markup functionality:         For additional information...

  6. Streamline Supplier Collaboration

    Last Updated: 08/22/2025 in Key Features Submittals
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  7. Generate Databooks

    Last Updated: 08/22/2025 in Key Features Final Databooks
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  8. Create MTR Packages

    Last Updated: 08/22/2025 in Key Features Final Databooks
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  9. Auto-Fill Templates

    Last Updated: 08/22/2025 in Key Features Cover Sheets & SDI
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  10. Apply Custom Workflows

    Last Updated: 08/22/2025 in Key Features Workflow Management
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