-
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...
-
When DocBoss auto-generates cards (based on your selected level), cards will be created for ALL equipment references. By default, all cards will be set as required based on a default query (i.e., "All docs are required"). In some cases, not all ca...
-
When processing files returned from the customer, DocBoss expects that the page count has NOT changed. DocBoss knows:
Total pages sent (expected pages for return) - Example: 2
Total pages of the actual document - Example: 3
Total cover pag...
-
When processing files returned from the customer, DocBoss expects that the page count has NOT changed. All details are explained here . BUT, when processing documents returned from supplier default "expected cover pages" value is always set to ...
-
Last Updated: 02/19/2026
in Release Notes Current Releases
Here's a list of updates found in our February 2026 release.
Interface Changes Incoming Documents - Assign pop-up: The layout of the incoming assign form ( Project Menu > Cards In/Out> Incoming Documents > [Assign File] ) has been stream...
-
If you do not want DocBoss to extract/unpack the zip folder and upload the zip file as-is, you can drag and drop the zip folder directly onto the card via the Card List. Alternatively, you can upload the file through Outstanding Actions. To attac...
-
Assign uploaded files to the applicable cards.
-
Assign returned files to cards and add their return status.
-
The routing scenario feature allows users to predefine document workflow in detail.
For example, in the image below, DocBoss knows to assign a specific set of reviewers based on the file's return source (customer) and whether or not the st...
-
Last Updated: 02/18/2026
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...