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Last Updated: 03/09/2026
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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Users may now add manual cards to their projects, even when just using the tagged equipment units. First - ensure the manual card module has been enabled on your project . Add Cards To add an individual card, click the "Add Card" button in...
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Last Updated: 03/09/2026
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: 03/09/2026
in Articles Projects Workflow Stages
Stage lists provide a way to set different workflows for different types of documents. Whether a single or multi-step submittal process is required, stage lists allow you to move through these stages in DocBoss.
By default, DocBoss pop...
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If your company prefers to complete their internal document review outside of DocBoss (using a service such as Bluebeam, Adobe Pro, etc.), you can still manage the documentation in DocBoss. To do this, we recommend following the process below. 1....
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When cards are routed to other DocBoss users, the documents are moved to user specific work areas called Outstanding Actions . From here, users will make comments on the documents and have the option to upload a new version of the file (if requir...
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During the course of managing cards, you define routing and submittal requirements. This is typically managed by DocBoss as you upload documents to the system because you have already assigned your specific workflow instruction. However – Once ...
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Once an Action has been applied to a card, it remains in the Outstanding Actions Grid until the Action has been marked complete or REMOVED . You can view all Outstanding Actions (for all projects in your instance) OR you can view Outstanding Ac...
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The outstanding actions grid is used to display a list of all the current assigned actions: Actions can be checked in the Action Dashboard screen where all actions across all Projects are included ( Logo Menu > Action Dashboard ) O...
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Once an action has been applied to a card, it remains in the "Outstanding Actions" grid until all actions have been completed. To view all outstanding actions for an individual project, navigate to Project Menu > Outstanding Actions . To view...