by Carl Mueller | Aug 11, 2023 | Product Tips & Tricks
If you want to view a log of all sent emails and view the status of submittals, there’s an easy way to do so. To view the Sent email status of an outgoing submittal, navigate to the Outgoing Submittals screen and scroll down to the Submittals Grid. Here you will...
by Carl Mueller | Aug 9, 2023 | Blog, Product Tips & Tricks
The templates feature in DocBoss is a popular way to save commonly used docs and quickly locate them to use again in the future. This saves you having to start from scratch or search for them each time. Here’s a few articles we’ve written regarding popular...
by Carl Mueller | Aug 7, 2023 | Product Tips & Tricks
A distribution list defines the recipients of a transmittal. The list of names is typically included into the transmittal summary (depending on your transmittal template). Topics Add/apply distribution list on project Add/edit global distribution lists Import and...
by Carl Mueller | Aug 5, 2023 | Product Tips & Tricks
DocBoss enables you to customize items right down to the font on your cover pages. Sometimes you might need to amend the cover page or stamp setting when a project is already in progress. Is this possible in DocBoss? It certainly is, and is done as follows: If you...
by Carl Mueller | Aug 3, 2023 | Product Tips & Tricks
The horizontal upload feature works a bit differently than the standard DocBoss equipment upload process. For troubleshooting tips, see the topics below. No option to enable horizontal upload on CSV import Horizontal layout is only available when importing equipment...
