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When receiving submittals with many files, users may want to use bulk processing to bring incoming documents into DocBoss. Instead of users individually dragging files into each card, DocBoss can automatically match each file to the appropriate ca...
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Last Updated: 08/29/2025
in Articles Projects Workflow Stages
When bringing in/returning a document, the stages of the selected stage list will appear in "Status and Routing" section of the processing form. The information provided is as follows: 1. The stage list that is set for the card. 2. The stag...
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Last Updated: 08/28/2025
in Articles Admin User Management
Permissions are managed from the Manage Users screen. Note that there is a View Permissions screen from the instance menu, but it is READ ONLY and is available to all user types. To edit user permissions, navigate to System Menu > Users >...
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Overview Sometimes equipment units need to be disabled and this affects the existing cards. Changes apply differently to cards linked to both active and disabled units, compared to cards linked only to disabled units. Let's see some examples: ...
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Instructions to create multiple compilations using any equipment field.
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Last Updated: 08/26/2025
in Articles Projects Workflow Stages
To provide an overview of a single stage workflow, a common scenario is outlined below. A common scenario is as follows:
1. A document is issued for customer approval (IFA) - Document return expected 2. Once approved by the custo...
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Your browser does not support HTML5 video. 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, b...
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Last Updated: 08/22/2025
in Release Notes Current Releases Here's a list of updates found in our short August 2025 release. Projects (Individual) Cover Page / Stamps Column in Card List Grid The selected option for cover pages and stamps (per doc code) is now available to add as a column in the car...
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Learn how suppliers access DocBoss portal to upload documents, review submittals, and track project status with this comprehensive guide.
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Last Updated: 08/22/2025
in FAQ