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After creating routing scenarios , users can apply them to doc codes or cards. Apply routing scenarios to doc codes (individual) If a routing scenario is available to use on a project already, select it from the Routing Scenario dropdown a...
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A distribution list defines the recipients of a transmittal. The list of names is typically included into the transmittal summary (depending on your transmittal template).
Topics
Add/apply distribution list on project
Add...
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Last Updated: 01/12/2026
in FAQ General FAQ
By default, reviewer users do not have the ability to (a) create new incoming submittals, (b) upload files to pre-existing incoming submittals, and/or (c) assign files to cards within incoming submittals via Incoming Documents. However, reviewer...
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Creating a temporary card allows users to track two workflows, and combine them back together after the temporary workflow is completed. For example, if a drawing is returned from the customer with status “Approved with Comments, Resubmit”, the us...
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The Create Cards and Match option is available for unmatched documents related to Major Tags. This allows users to create cards from information in the file name, skipping the step of adding manual cards on the project's card list before returni...
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Add customer approval status lists (or internal lists to track customer approval statuses).
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Instructions for grouping the compilation contents by a value from the equipment list (e.g., Item/Model, Tag No., etc.).
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Overview of the available options for organizing and structuring a compilation.
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As projects progress, often there are changes which happen to required equipment. DocBoss supports those and helps you manage the changes to your document cards.
Why does DocBoss monitor changes to equipment?
All Auto-Generated cards are dir...
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Sometimes, users may need to edit merged cards . In the Card List , select the Edit icon from the Tools column in the row for the merged card. (This can be done from other screens that show cards as well, but the options layout is somewhat ...