-
DocBoss allows users to make changes to existing data in the Card List using a CSV (excel) file. When you download the file for the first time the data can be a bit overwhelming - Don't let that scare you! Once 'Add/Edit Data via CSV' is cli...
-
DocBoss maintains a state for every locked card. Cards become locked if ANY of the following actions have been performed:
The card has been submitted to the customer (tracked separately also)
A system generated INDEX has been submitted...
-
The Add Doc Code to Project call can be used to add doc codes to the code list on a pre-existing project in DocBoss. The doc codes than can be added must already exist on the company doc code list selected for use on the project. New doc co...
-
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...
-
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...
-
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...
-
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...
-
Add customer approval status lists (or internal lists to track customer approval statuses).
-
Instructions for grouping the compilation contents by a value from the equipment list (e.g., Item/Model, Tag No., etc.).
-
Overview of the available options for organizing and structuring a compilation.