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A distribution list defines the recipients of a transmittal. The list of names is typically included into the transmittal summary (depending on your transmittal template).
Topics
Add/apply distribution list on project
Add...
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Last Updated: 01/12/2026
in FAQ General FAQ
By default, reviewer users do not have the ability to (a) create new incoming submittals, (b) upload files to pre-existing incoming submittals, and/or (c) assign files to cards within incoming submittals via Incoming Documents. However, reviewer...
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Last Updated: 01/09/2026
in Release Notes Current Releases
Here's a list of updates found in our December 2025 release. Highlights Dynamic routing scenarios: Routing scenarios can now have roles selected without choosing specific reviewers. When the scenario is applied, the current RoleX users fro...
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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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There is a distinction in DocBoss between Comments and Markups . Comments are not embedded in the document. They are a generic area to add descriptive text about the file. If specific reference to the document is required, markups are a better t...
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When you bring in a file from the customer and they return it with a comment page in the file, you can identify the comment page in the assignment screen. Once identified, DocBoss allows the user to determine the location of the comment and/or mar...
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The Create Cards and Match option is available for unmatched documents related to Major Tags. This allows users to create cards from information in the file name, skipping the step of adding manual cards on the project's card list before returni...
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Add customer approval status lists (or internal lists to track customer approval statuses).
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This article explains how to add or edit routing scenarios. For an overview of routing scenario functions, see this article first. Topics
Add routing scenarios
Edit routing scenarios
Add/edit routing scenarios for all new project...
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Instructions for grouping the compilation contents by a value from the equipment list (e.g., Item/Model, Tag No., etc.).