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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...
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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...
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Last Updated: 02/18/2026
in Articles Projects Workflow Stages
Sometimes, the full workflow required for a document is unknown OR the workflow takes a different path than what was set up initially. In cases like this, a different stage list can be selected after completion of the current stage. Once a compl...
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Providing a list of documents in the body of the submittal email allows the recipient(s) to know the details of the submittal without having to open the transmittal file. To achieve this, an additional sheet (tab) can be added to the transmittal ...
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Instructions for setting up and using a provided .xlsx TOC template.
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Information pertaining to the different options available to organize the TOC and contents of the compilation.
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Create dashboard tiles with stats from groupings of projects.
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When users build card lists with levels, such as one card per tag for example, but later realize that one card covers multiple tags, there is no longer a need for the additional cards. Rather than leave the original cards as pending, DocBoss...
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Last Updated: 02/04/2026
in Articles Admin User Management Overview of user role types and their associated permissions.
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Last Updated: 02/04/2026
in Articles Admin User Management Instructions for setting a user as a commercial contact (i.e., a user responsible for contract-related activities)