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Last Updated: 05/11/2026
in Articles 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: 05/11/2026
in Articles Projects Workflow Stages
When bringing in/returning a document, the stages of the selected stage list will appear in "Workflow (Overall)" 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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The email templates that are used when creating outgoing submittals can be defaulted on each project. To update the default email template, navigate to Project Menu > Set Up > Project Configuration. From the "Main" tab, navigate to Submittal ...
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Some customers have an automated document processing solution in place. As a result, they require every file to be issued as a separate submittal. This can create an enormous amount of work for the supplier. In DocBoss, an option exists (from the...
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Ad-Hoc submittals are special in that they do NOT affect the workflow of your documents. It is simply a way to get documents to anyone outside the company, recording they were sent, and leaving the status, stage, etc. unaffected. Ad-Hoc submitta...
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Users can update the submittal date on previously sent submittals. The updated date will then be reflected in the card history and on all templates (i.e., on the SDI and on cover pages added during submittal).
To edit the date of an outgoing su...
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Mark all or part of a submittal as void (cancelled).
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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.