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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...
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Email templates are used to automatically fill in the body of email notifications, including submittal emails and expedite request emails. To create an email template, navigate to System Menu > Template Mgmt > Output Templates. From the "Email Tem...
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Learn how suppliers access DocBoss portal to upload documents, review submittals, and track project status with this comprehensive guide.