Completing a Project in DocBoss

To complete a project in DocBoss, navigate to the Main page in your project and click “Complete Project”. If all cards are in a status complete – Great! The project will be Completed. If you have any cards not in a complete status (ie: NULL or not...

How To Re-Send and Forward Transmittals

When working with customer submittals at the end of projects, you might need to re-send one or forward it after the original has been sent. To Re-Send or forward a transmittal, navigate to Outgoing Submittals and click on the underlined submittal number, as shown...

April 2022 New Release Notification

DocBoss has released our latest update for April 2022 which is now available for all customers. Below are the updates in detail along with screenshots. The link at the bottom takes you to all release notes with full details.  Compilations Create Package and...

Linking An SDI Report To A Document Card

If you want the ability to submit and manage an Index Report in DocBoss you must link the SDI Report to a Document Card.  Here’s how it’s done! Step 1 – Ensure Doc Code is set to Type = SDI Report Navigate to Code List (Requirements)On the Doc...