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When a document it is returned by the customer with a status that have "stage complete" and this is the last or only stage, the cards it is marked as complete: Once a card it is marked as complete, there is no further workflow expected. If ...
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Last Updated: 04/24/2026
in Articles Admin User Management
To view and enable automated email reports, first navigate to your User Profile ( System Menu > Edit your profile ) Scroll down to the Email Notifications area where several reports can be enabled and sent to you by email. Alerts ...
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Last Updated: 04/21/2026
in Articles Projects Workflow Stages Custom revision values can be set for each stage on any given stage list to suit your company's process and/or your customer's requirements. This custom value will define the first revision number, with subsequent revision numbers being set manual...
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Mark a project as confidential in order to allocate permissions to the project individually.
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Add doc code lists to companies for use on projects.
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On the " Main" tab of the Project Configuration page, you can choose which template you want to use for your project, for both Customer and Sub-Supplier submittals. To begin, expand the "Cover Pages and Stamps" section. You can also choose he...
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DocBoss supports viewing and adding document markup. Annotations can be viewed on the the assign screen, and can be added in the assign pop up and/or from the outstanding actions interface. You can add markups to files when you upload them to DocBo...
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Instructions for regenerating a compilation, and steps to take if/when the regenerate button is not available.
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Instructions for updating the default EQ number (for all doc codes), as well as modifying the EQ number for individual doc codes.
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Customize expediting reports and select expediting recipients.