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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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DocBoss maintains a state for every locked card. Cards become locked if ANY of the following actions have been performed:
The card has been submitted to the customer (tracked separately also)
A system generated INDEX has been submitted...
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The Add Doc Code to Project call can be used to add doc codes to the code list on a pre-existing project in DocBoss. The doc codes than can be added must already exist on the company doc code list selected for use on the project. New doc co...
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Last Updated: 01/21/2026
in Articles Projects Workflow Stages
Sometimes, the full workflow required for a document is unknown OR the workflow takes a different path than what was set up initially. In cases like this, a different stage list can be selected after completion of the current stage. Once a compl...
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After creating routing scenarios , users can apply them to doc codes or cards. Apply routing scenarios to doc codes (individual) If a routing scenario is available to use on a project already, select it from the Routing Scenario dropdown a...
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The sub-supplier portal provides a secure location for your vendors to upload (and download) documents directly into your DocBoss projects. To allow sub-suppliers to view the portal, the sub-supplier will need to be:
1. Added to your system
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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.
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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...