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Add doc code lists to companies for use on projects.
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Last Updated: 09/28/2026
in FAQ General FAQ
As of September 2026, DocBoss offers tools powered by artificial intelligence (AI). These tools are designed to enhance your workflows and save you time. Enable AI tools
Each user can decide whether or not they'd like to use AI tools. To en...
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Last Updated: 09/28/2026
in Articles Projects Workflow Stages
After creating a stage list, stages can be added to suit your company's process. If you are looking to modify stages on a stage list mid-project, see our support article: Update/Change Stage List Mid-Project . To add a stage to a new stage lis...
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Last Updated: 09/28/2026
in Articles Projects Workflow Stages
Before using stages, a stage list will need to be created. Stage lists can be added/modified at the Admin level, as well as on individual projects. Create list (from Admin) To create a stage list that can be used on any project, navigate to ...
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Last Updated: 09/28/2026
in Articles Projects Workflow Stages
Stage lists can be organized into named collections in order to facilitate the import of stage lists into new/existing projects. Create a collection To create a new stage list collection, navigate to System Menu > Admin > Stage Lists . Switch...
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Project configuration templates enable you to pre-define and reuse settings for projects, making project setup quick and easy. Create a new template To create a new project configuration template, navigate to System Menu > Admin > Project Confi...
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Last Updated: 09/28/2026
in Articles Projects Project FAQ
When working with sub-suppliers, there are several options that can be enabled for DocBoss to help identify which documents belong to each sub-supplier and to make submittals and expediting easier. PO List If the sub-supplier you work with...
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Sub-suppliers often reference orders by their own PO number, not by the sales order number on the project. DocBoss allows you to record and show the sub-supplier's PO number on submittal emails and in the sub-supplier portal . Enable sub-supplie...
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Each enabled expediting target includes the option to either send emails manually or on a pre-defined schedule: Manually Only - emails are sent manually from the Expedite Projects page (see article: Run the Expedite Process and Send Emails ...
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Last Updated: 09/28/2026
in Release Notes Older Releases
Here's a list of updates found in our May 2026 release. Key Updates Grid Improvements The code, card and equipment list grids will now be fit to the size of your screen, and scrolling will occur from within the grid. These changes make it easie...