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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 ...
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Information pertaining to the different options available to organize the TOC and contents of the compilation.
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Add doc code lists to companies for use on projects.
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Last Updated: 07/15/2025
in Articles Getting Started
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...
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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 )
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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....
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Last Updated: 07/11/2025
in Articles Library
Instructions for transferring an existing collection of library documents into a new instance.
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Last Updated: 07/11/2025
in Articles Library
Instructions for adding additional library card fields and selecting which document type(s) they are available for.
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Last Updated: 07/11/2025
in Articles Library
Instructions for setting review schedules on library documents, ensuring they stay up-to-date.
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Last Updated: 07/11/2025
in Articles Library
Instructions for editing library cards (individually and in bulk).