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Last Updated: 04/24/2025
in Docs Projects Project FAQ
When working with sub-suppliers, there are several options that can be enabled for DocBoss to help identify which documents belong to each sub-supplier and to make submittals and expediting easier. Sub-Supplier List When using auto-generat...
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The following describes what your suppliers see when they access the portal. Note the URL you use to login - your suppliers will go to that same URL (i.e. could be system,2,3,4.docboss.com). They will enter their email address and password as you d...
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Last Updated: 04/21/2025
in Docs Projects Compilations Create
After creating a compilation (see article: Create a Compilation ), the settings can be updated to reflect the requirements of your customer.
To edit a compilation, navigate to Project Menu > Index Reports & Compilations. Open the compilat...
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Last Updated: 04/21/2025
in Docs Projects Workflow Stages
After creating a stage list, stages can be added to suit your company's process. If you are looking to modify stages on a stage list mid-project, see our support article: Update/Change Stage List Mid-Project . To add a stage to a new stage lis...
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Last Updated: 04/17/2025
in Docs Projects Workflow Stages
To provide an overview of the stage list 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 custome...
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Last Updated: 04/17/2025
in Docs Projects Workflow Stages
If your customer updates their requirements mid-way through an active project, is is possible to update stage lists to align with the updated requirements. Changing Stage Lists If a stage list is being actively used on the project, it can no lon...
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Last Updated: 04/17/2025
in Docs Projects Workflow Stages
The stage library is a list of pre-defined stages that can be added to stage lists. Note: Stages added to this library can only be added via the stage list editor on individual cards and cannot be added to general stage lists.
To acc...
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Last Updated: 04/17/2025
in Docs 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: 04/17/2025
in Docs Projects Workflow Stages
Custom revision values can be set for each stage on any given stage list to suit your company's process and/or your customer's requirements. This custom value will define the first revision number, with subsequent revision numbers being set manu...
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Last Updated: 04/17/2025
in Docs Projects Workflow Stages
By default, there are three system generated stage lists that are available in DocBoss: No Individual Submission IFI (No Return) IFA No Individual Submission Use this stage list for cards that do not need to be submitted to your cus...