One of the time-saving features of DocBoss that customers love the most is the compilations and submittals feature. Let’s take a look at some options you can use to make document control work more efficient and less time-consuming.

Compilation and Package Presets

Users may preset the default settings for compilations and packages. These are created at the instance, and are selected on the project template. They are loaded onto the project at initiation. So if you find yourself always updating the compilation settings, you can now make the change once, and start from that point on each new compilation.

For more detail click here.

New option to “Only display relevant equipment in lists”.

If you have order level cards which you have customized to remove some tags, those tags will no longer appear on compilation cover pages.

Submittals

Outgoing Submittal Grid

Columns have been added to show if any Native or Comment files are assigned to the card (and will be included in the submittal)

Improved Card Search for Assign Files

We’ve expanded the fields you can use to find the search for the correct card. We now include the sub-supplier, as well as all custom and list fields

HTML editor update

We have refreshed the HTML editor for email templates. Small chanegs may appear, but generally the same.

Warnings on submittals

Any failure to add headers or footers will stop the system from sending the submittal. Users may forward the submittal after acknowledging the warning.

Compilations is also one of the features we update from time to time to offer more benefits. Here is a recent article explaining these updates.