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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, but doesn’t physically return the original transmittal or documents...
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To see your completed submittals, navigate to Project Menu > Cards In/Out > Outgoing Submittals. The "Submittals Sent" tab lists the details of the submittals that have been issued on the project. 1) Tools Various functions are ava...
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Submittal Defaults The defaults for submittal email notifications (for each target) are set on the project configuration template. If these defaults should be modified on a specific project, navigate to Project Menu > Set Up > Project Configurat...
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Documents that are available for submission (based on workflow) will automatically move to a queue located on the outgoing submittals screen.
To see your outgoing submittals, navigate to Project Menu > Cards In/Out > Outgoing Submittals.
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Last Updated: 05/07/2026
in Articles Library Overview of what library documents are, and instructions for how to add/edit document types and library card fields.
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Last Updated: 05/05/2026
in Articles Library Instructions for editing library cards (individually and in bulk).
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Last Updated: 05/05/2026
in Articles Admin System Setup Customize default settings for all projects.
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Users may now add manual cards to their projects, even when just using the tagged equipment units. First - ensure the manual card module has been enabled on your project . Add Cards To add an individual card, click the "Add Card" button in...
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Last Updated: 05/01/2026
in FAQ General FAQ Learn how to fix document processing issues caused by deprecated Type 1 Postscript fonts.
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Fonts DocBoss uses pixels as the font size in our templates. The below chart can be used to make a correlation between pixels and points. Example: If the expected font size should be 10.5pt , the font size on the the template should b...