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If receiving both primary and native files, the files can be assigned and processed in bulk using a "batching" method. Follow the steps below to get started: 1. Upload and match primary files To start the process, upload the primary files to the...
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Mark all or part of a submittal as void (cancelled).
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When DocBoss auto-generates cards (based on your selected LEVEL), it creates ALL possible cards. In some cases, not all cards are applicable for the doc code in question. Assume a customer has requested pressure tests from a seller of instrum...
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Headers/footers can be manually applied to individual cards on the card list. This feature provides the option to apply headers/footers on cards without having to submit them, which is useful for cards that will not be submitted individually but d...
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Last Updated: 10/03/2025
in Release Notes Current Releases
Here's a list of updates found in our September 2025 release. Project Template Updates To simplify the user experience and improve consistency across the DocBoss system, the project template interface has been refreshed to display sections in ...
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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 access...
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Adding contacts to company profiles allows you to create a relationship between a contact and a company. In doing so, these contacts can be defined on projects involving the company ( Project Menu > Set Up > Project Main > Users and Key Contacts) ...
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You can add custom fields to your cards. Here's how to create and manage them. How to create a Card Field The initial set up of the custom Doc Code / Card Field must be done by an Admin User. Once created, they can be enabled or disabled on an...
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Last Updated: 10/03/2025
in Articles Admin User Management
To view and enable automated email reports, first navigate to your User Profile ( System Menu > Edit your profile ) Scroll down to the Email Notifications area where several reports can be enabled and sent to you by email. Alerts A...
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The last grid on the Outgoing Submittals page contains completed submittals. Project Menu > Cards In/Out > Outgoing Submittals > Scroll to bottom of screen.
1) Submittal Details
Click on the submittal number to...