by Carl Mueller | Feb 2, 2024 | Product Tips & Tricks
If you have a submittal that was recently sent, you might want to check the status to see where it is in the process. DocBoss makes it easy to do so. To view the Sent email status of an outgoing submittal, navigate to the Outgoing Submittals screen and scroll down to...
by Carl Mueller | Jan 31, 2024 | Product Tips & Tricks
While you will come across Primary Document Codes in DocBoss, you can also define Secondary Document Codes and that’s what we’ll discuss in this article. Secondary Document Codes can only be added to Manually created Cards. Secondary codes cannot be added...
by Carl Mueller | Jan 29, 2024 | Product Tips & Tricks
In some cases, customers require that stamps are placed directly onto the document, rather than the addition of a cover page. DocBoss allows users to upload stamp templates, and stamp documents. The same variables as used on cover pages can be used in stamp templates....
by Carl Mueller | Jan 27, 2024 | Product Tips & Tricks
In this post, we will discuss the topic of initial submission dates in DocBoss along with related dates that arise during your projects. There are two columns connected to the initial submission dates; the reference date and the delivery days. Reference date has six...
by Carl Mueller | Jan 25, 2024 | Blog
Here’s a short post that explains some of the main abbreviations we use inside DocBoss for reference dates. Reference Date Abbreviations AS: After shipment (based on ship date on equipment list/major tag) BS: Before shipment (based on ship date on equipment...
