Updated Articles

  1. List of Completed Submittals

    The last grid on the Outgoing Submittals page contains completed submittals. Project Menu > Cards In/Out > Outgoing Submittals > Scroll to bottom of screen. 1) Submittal Details Click on ...
  2. Overview of Table of Contents Options

    Information pertaining to the different options available to organize the TOC and contents of the compilation.
  3. Add Company Doc Code Lists

    Add doc code lists to companies for use on projects.
  4. Reviewer User Guide

    This article provides an overview of the areas of DocBoss that are especially useful for reviewer users - knowing these key features will set you up for success! Click to navigate to a section: Login General Navigation Se...
  5. Outstanding Actions

    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 ) ...
  6. Sub-Supplier Portal (Admin)

    The sub-supplier portal provides a secure location for your vendors to upload (and download) documents directly into your DocBoss projects. To allow sub-suppliers to view the portal, the sub-supplier will need to be: 1. Added to your system 2....
  7. Export / Import Instance Library

    Instructions for transferring an existing collection of library documents into a new instance.
  8. Add Custom Library Fields

    Instructions for adding additional library card fields and selecting which document type(s) they are available for.
  9. Review Expired Documents

    Instructions for setting review schedules on library documents, ensuring they stay up-to-date.
  10. Edit Library Cards

    Instructions for editing library cards (individually and in bulk).