by Carl Mueller | Apr 25, 2024 | Product Tips & Tricks
DocBoss uers have the ability within a project to import distribution lists from the project’s submittals distribution lists for use with the Expediting module. Inside the project, navigate to Set Up > Expedite Settings. Under the Tools column, select...
by Carl Mueller | Apr 21, 2024 | Product Tips & Tricks
When you are putting your final submittal together for EPC customers, you can choose to customize the documents as your customer requires, right down to the font on the cover pages. One thing you can also do is choose to include any comments that were made, in the...
by Carl Mueller | Apr 17, 2024 | Product Tips & Tricks
Do you have multiple DocBoss users? Do you sometimes find yourself adding new users or adding former users back again as your projects ramp up? Here’s how to reactivate users through the User Interface and also how to easily import users through Excel....
by Carl Mueller | Apr 13, 2024 | Product Tips & Tricks
If a user is working with an order that does not include a sub-unit of each type for each main unit, they can leave the cells where the units would have been added blank. If no information is entered for a sub-unit in any line, DocBoss will not try to add a sub-unit...
by Carl Mueller | Apr 11, 2024 | Product Tips & Tricks
Admin users can manage their instance’s user list from the Manage Users screen. From the Instance Menu, select Manage Users to navigate here. Manage Users From the Manage Users screen, admin users can: Manually initiate the sending of outstanding action...
