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Creating a temporary card allows users to track two workflows, and combine them back together after the temporary workflow is completed. For example, if a drawing is returned from the customer with status “Approved with Comments, Resubmit”, the us...
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Last Updated: 05/11/2026
in Articles Projects Workflow Stages
After creating a stage list, stages can be added to suit your company's process. If you are looking to modify stages on a stage list mid-project, see our support article: Update/Change Stage List Mid-Project . To add a stage to a new stage lis...
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Last Updated: 05/11/2026
in Articles Projects Workflow Stages
To provide an overview of the stage list workflow, a common scenario is outlined below. A common scenario is as follows:
1. A document is issued for customer approval (IFA) - Document return expected 2. Once approved by the custome...
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Last Updated: 05/11/2026
in Articles Projects Workflow Stages
When bringing in/returning a document, the stages of the selected stage list will appear in "Workflow (Overall)" section of the processing form. The information provided is as follows: 1. The stage list that is set for the card. 2. The stag...
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Last Updated: 05/11/2026
in Release Notes Current Releases
Here's a list of updates found in our May 2026 release. Key Updates Grid Improvements The code, card and equipment list grids will now be fit to the size of your screen, and scrolling will occur from within the grid. These changes make it easie...
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A distribution list defines the recipients of a submittal. The list of recipients is commonly included on the transmittal summary (depending on your transmittal template).
Topics
Add/apply distribution list on project ...
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The email templates that are used when creating outgoing submittals can be defaulted on each project. To update the default email template, navigate to Project Menu > Set Up > Project Configuration. From the "Main" tab, navigate to Submittal ...
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Some customers have an automated document processing solution in place. As a result, they require every file to be issued as a separate submittal. This can create an enormous amount of work for the supplier. In DocBoss, an option exists (from the...
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Ad-Hoc submittals are special in that they do NOT affect the workflow of your documents. It is simply a way to get documents to anyone outside the company, recording they were sent, and leaving the status, stage, etc. unaffected. Ad-Hoc submitta...
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Users can update the submittal date on previously sent submittals. The updated date will then be reflected in the card history and on all templates (i.e., on the SDI and on cover pages added during submittal).
To edit the date of an outgoing su...