-
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...
-
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 ...
-
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 ...
-
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...
-
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...
-
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...
-
To resend or forward an outgoing submittal, navigate to Project Menu > Cards In/Out > Outgoing Submittals and open the "Submittals Sent" tab. Under the "Number" column, click the submittal number. In the top right, there are two buttons - on...
-
To view the email delivery status of an outgoing submittal, navigate to Project Menu > Cards In/Out > Outgoing Submittals and open the "Submittals Sent" tab. Under the "Tools" column, there is a "Log" icon. Click on the icon to open the email de...
-
Mark all or part of a submittal as void (cancelled).
-
The Auto-Reclaim feature allows users to complete the status of a document without uploading a new file. This is useful in situations where the customer approves a transmittal verbally or by email, but doesn’t physically return the original transmittal or documents...