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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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DocBoss allows users to make changes to existing data in the Card List using a CSV (excel) file. When you download the file for the first time the data can be a bit overwhelming - Don't let that scare you! Once 'Add/Edit Data via CSV' is cli...
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Create a new incoming submittal and add documents to it.
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Assign uploaded files to the applicable cards.
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By default, DocBoss adds the submittal cover page to the front of the outgoing document. When the document also carries comment pages, you can have those comment pages sit ahead of the cover page, so the outgoing page order becomes: comment pages,...
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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...