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SUBMITTALS

Generate customer-ready submittals

Pick the documents and DocBoss builds the submittal: cover pages applied, files named to the customer’s convention, transmittal generated, email drafted. Send it as attachments, as a secure download link, or as a zip ready for their portal. Then see who downloaded it and when.

  • One submittal, many files, each one still tracked individually.
  • Secure download links with expiry, refreshable in a click when a customer lets one lapse.
  • Download confirmation, so you know the submittal landed instead of assuming it did.
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5 steps to friction-free submittal dispatch

Send hundreds of formatted files with zero manual assembly, full receipt tracking, and automated revision highlights.

01

Choice

Send via attachments, secure links, or portal-ready zip files without changing your internal process for different customer IT requirements.

02

Confirmation

When you send submittals using DocBoss hyperlinks, the system records who downloads your files and flags which ones haven’t been accessed yet, so you know when to follow up with your customer and keep projects moving.

03

Assembly

Cover sheets, custom file names, transmittal templates, and email bodies populate automatically; you simply select which documents go.

04

Scale

Send hundreds of documents at once without increasing clerical effort, keeping submittal turnaround times fast at any order size.

05

Completeness

Attach native CAD files and supporting documents alongside outgoing PDFs, eliminating separate follow-up emails.

Send customer-ready submittals, your customer’s way

Auto-apply custom file names and transmittals, track individual document statuses inside combined files, and eliminate manual email assembly at any volume.

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HOW IT WORKS

Send it complete. Prove it was delivered. Move to the next job.

Select your documents and let DocBoss handle transmittals, custom file naming, download tracking, and revision storage in the background.

Building the submittal

Select documents from the outgoing queue and DocBoss handles the rest: submittal numbers, turnaround calculations, and distribution lists. Separate queues run for customers, sub-suppliers, and internal teams so the wrong submittal never goes to a party.

The transmittal, in their format

Generate transmittals in your customer’s template as PDF, spreadsheet, or both. Embed document lists directly into email bodies or disable transmittals entirely based on specific customer settings.

Sending more than the PDF

Upload native files, comment files, or supporting documents alongside the main PDF with target-specific file naming. Every file attaches directly to the active revision and stays permanently in the document’s history.

What changed since the last issue

Include an automated revision index on re-submittals to highlight changed documents and strike through removed ones. Reviewers can pinpoint updates instantly instead of re-reading a two-hundred-page package.

Three ways to deliver

Attach files individually, send a single zip, or generate a secure download link with customizable expiry dates. DocBoss can automatically swap large attachments for download links or export portal-ready zip files for direct upload.

Knowing they received it

Track who downloaded submittals and when. Unopened submittals flag automatically as outstanding or overdue, giving you the visibility to follow up before review clocks quietly fail.

One file to your customer, every document still tracked

Combine drawing sets into a single bookmarked PDF for your customer while tracking each document separately inside DocBoss. On return, DocBoss breaks the package back apart so only rejected files route to sub-suppliers while approved files stay locked.

Recipient authentication

Require submittal recipients to confirm their identity via an emailed code before downloading files, with authentication holding for a configurable period when security demands it.

FAQs about Submittals

Get answers to questions about DocBoss’s Submittals

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Our customer’s mail system rejects anything over about 15MB. What happens to a big submittal?

Set a size limit and DocBoss sends a secure download link instead of attachments when a submittal exceeds it. The email still carries the transmittal and the document list; only the payload moves to the link.

Our customer uses their own portal, so we upload there anyway. Is there still value in DocBoss?

Yes, in the assembly rather than the delivery. DocBoss builds the compliant submittal, applies the cover pages and naming, generates the transmittal and keeps the tracking; you upload the finished zip. Where the customer will allow a direct connection, that can be built.

How do we know a customer actually got a submittal?

The download record shows who opened the submittal and when, and the report of submittals nobody has downloaded tells you who to chase.

FAQs about Submittals

Get answers to questions about DocBoss’s Submittals

Our customer’s mail system rejects anything over about 15MB. What happens to a big submittal?

Set a size limit and DocBoss sends a secure download link instead of attachments when a submittal exceeds it. The email still carries the transmittal and the document list; only the payload moves to the link.

Our customer uses their own portal, so we upload there anyway. Is there still value in DocBoss?

Yes, in the assembly rather than the delivery. DocBoss builds the compliant submittal, applies the cover pages and naming, generates the transmittal and keeps the tracking; you upload the finished zip. Where the customer will allow a direct connection, that can be built.

How do we know a customer actually got a submittal?

The download record shows who opened the submittal and when, and the report of submittals nobody has downloaded tells you who to chase.

Still have questions?

Contact Us

Submittal guides

Guides to document history, status reporting and keeping the record accurate.