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DOCUMENT TRACKING & HISTORY

Track every document from submission to approval

Track every revision, submittal, return status, and issue purpose against the document it belongs to. When your customer requests a progress update, the report exports directly from DocBoss in their exact format, not out of an afternoon in Excel.

  • Full submittal history behind every document, every send paired with its return.
  • Every previous version kept and viewable, so you can see what the customer actually approved.
  • Status and history exported when someone needs it as a file, in your customer’s layout or your own.
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5 pillars to complete document visibility

Complete visibility over every date, revision, and reviewer action gives you total peace of mind and full control during customer check-ins.

01

Position

Where a document is, who has it, what it is waiting on, what issue purpose it is at. One place, for every document on the project.

02

Recall

Six months later, which revision went out on submittal 47 and what came back is a question with an answer, not an archaeology project through somebody’s email.

03

Reporting

Status updates for customer meetings, management reviews, or internal team syncs are created by the system automatically, turning hours of manual spreadsheet prep into an instant download.

04

Correction

Registers need correcting; that is ordinary document control. Entries can be edited, and edits are logged 
and flagged, so the list stays right without anyone rebuilding it.

05

Visibility

Small projects get the same tracking as large ones, because none of it depends on somebody having time to maintain a spreadsheet.

Turn hours of spreadsheet tracking into a single download

Schedule a demo to see how DocBoss holds complete submittal histories, keeps every prior revision, and gives your team instant clarity across every project.

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HOW IT WORKS

Every document has a story.
DocBoss keeps all of it

Status, history, versions, and numbering, kept straight from the first submittal to the last.

Status you can read at a glance

One column carries the document’s status, where it physically is, who it is routed to internally, and its approval state. Click into it and DocBoss shows the path already travelled, where the document is now, and what is expected next.

Every version, still there

Previous versions are kept and can be opened and compared in the viewer. When a customer asks what changed between revision B and revision C, or which version they approved, you can show them rather than describe it.

Correcting the record

Document controllers change dates and statuses to get projects right, and DocBoss lets them. Historical entries are editable, changes are recorded against the entry, and the edited row is highlighted, so a corrected list stays a trustworthy working record instead of quietly becoming two records.

Documents that were cancelled

Documents no longer required stay on the list with their history intact and can still appear in reporting. The record of a document that was dropped answers the question that comes up later about why it is not in the book.

Full history behind every document

Each document holds its own history: every submittal in and out, with dates, submittal numbers, revision numbers, issue purposes, statuses, document numbers and the user involved, plus notes explaining what caused each entry. Sends and returns are paired, so a submittal and the response to it read together rather than as two unrelated lines.

Numbers and revisions, per party

Revisions are tracked separately against your numbering and your customer’s, which matters because the two rarely move together: a document can be at your revision C and their revision 2 at the same moment, and both need to be right on the sheet.

Starting mid-project

Projects rarely begin on the day you adopt a system. Submittals already made outside DocBoss can be entered with their real dates so the history is continuous, and cover pages and indexes then show the full sequence rather than starting from wherever you came on board.

Attribution on the outputs

Where your customer’s cover page or transmittal has prepared-by, checked-by and approved-by fields, those populate from the people who actually did it on that submittal cycle, including initials and signature.

FAQs about Document Tracking
& History

Get answers to questions about DocBoss’s Document Tracking & History features.

Still have questions?

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Our customer wants to go through document status with us in the monthly progress meeting. What do we bring?

The submittal history and current status straight out of DocBoss, as a spreadsheet or as an index in their own format. It is the same information your document controllers maintain daily, so preparing for the meeting is a download rather than a project.

Someone entered a submittal date wrong three months ago. Can it be fixed?

Yes. Historical entries can be edited, and the change is recorded and flagged on the row, so the record can be corrected without losing sight of what changed.

We are already six months into a project. Can we load what has happened so far?

Yes. Earlier submittals can be entered with their actual dates, in sequence, so the history and everything generated from it reads continuously rather than starting mid-stream.

FAQs about Document Tracking
& History

Get answers to questions about DocBoss’s Document Tracking & History features.

Our customer wants to go through document status with us in the monthly progress meeting. What do we bring?

The submittal history and current status straight out of DocBoss, as a spreadsheet or as an index in their own format. It is the same information your document controllers maintain daily, so preparing for the meeting is a download rather than a project.

Someone entered a submittal date wrong three months ago. Can it be fixed?

Yes. Historical entries can be edited, and the change is recorded and flagged on the row, so the record can be corrected without losing sight of what changed.

We are already six months into a project. Can we load what has happened so far?

Yes. Earlier submittals can be entered with their actual dates, in sequence, so the history and everything generated from it reads continuously rather than starting mid-stream.

Still have questions?

Contact Us

Document tracking guides

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