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Once an Action has been applied to a card, it remains in the Outstanding Actions Grid until the Action has been marked complete or REMOVED . You can view all Outstanding Actions (for all projects in your instance) OR you can view Outstanding Ac...
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The outstanding actions grid is used to display a list of all the current assigned actions: Actions can be checked in the Action Dashboard screen where all actions across all Projects are included ( Logo Menu > Action Dashboard ) O...
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Once an action has been applied to a card, it remains in the "Outstanding Actions" grid until all actions have been completed. To view all outstanding actions for an individual project, navigate to Project Menu > Outstanding Actions . To view...
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When receiving submittals with many files, users may want to use bulk processing to bring incoming documents into DocBoss. Instead of users individually dragging files into each card, DocBoss can automatically match each file to the appropriate ca...
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Walk-through of a common internal approval workflow. In the example, the document is received, reviewed internally, and returned to the source. Once approved, the document is returned to the target.
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When you bring in a file from the customer and they return it with a comment page in the file, you can identify the comment page in the assignment screen. Once identified, DocBoss allows the user to determine the location of the comment and/or mar...
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When DocBoss auto-generates cards (based on your selected level), cards will be created for ALL equipment references. By default, all cards will be set as required based on a default query (i.e., "All docs are required"). In some cases, not all ca...
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When processing files returned from the customer, DocBoss expects that the page count has NOT changed. DocBoss knows:
Total pages sent (expected pages for return) - Example: 2
Total pages of the actual document - Example: 3
Total cover pag...
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When processing files returned from the customer, DocBoss expects that the page count has NOT changed. All details are explained here . BUT, when processing documents returned from supplier default "expected cover pages" value is always set to ...
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Last Updated: 02/19/2026
in Release Notes Current Releases
Here's a list of updates found in our February 2026 release.
Interface Changes Incoming Documents - Assign pop-up: The layout of the incoming assign form ( Project Menu > Cards In/Out> Incoming Documents > [Assign File] ) has been stream...