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The customer portal provides a secure location for your customers to upload (and download) documents directly into your DocBoss projects.
Customer web access is provided to contacts associated with the company. Before enabling customer web ...
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Last Updated: 09/28/2026
in Articles Library Instructions for adding additional library card fields and selecting which document type(s) they are available for.
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Custom fields can be added to the "Main" section of a project. Here's how to create and manage them.
Create
To create a custom project (main) field, navigate to System Menu > Customization > Project (Main) Fields .
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You can add custom fields to your cards. Here's how to create and manage them.
Create
The initial set up of custom doc code / card fields must be done by an Admin User. Once created, they can be enabled or disabled on any project.
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Customize expediting reports and select expediting recipients.
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Prompt DocBoss to generate and send expedite reports.
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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 ...
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Before making a submittal, you can test the cover page for any card. To do this, navigate to the card history screen. The card history can be accessed by clicking the clock icon under "Tools" on the Card List (or by clicking the Card Name (Auto)...
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Current versions of files from a single project Bulk download Users can extract the most recent file from multiple cards via the Bulk Doc Download function on the card list. Navigate to the card list for any project, select the card(s) you wa...
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To view the email delivery status of an outgoing submittal, navigate to Project Menu > Cards In/Out > Outgoing Submittals and expand the "Submittals" section. Under the "Tools" column, there is a "Log" icon. Click on the icon to open the email d...