by Carl Mueller | Aug 20, 2023 | Product Tips & Tricks
In DocBoss we frequently talk about cards and how to work with them inside DocBoss projects. You can click here to learn more about the concept of cards and what they entail. What is an obsolete card? When a locked card loses all of its linked units, it...
by Carl Mueller | Aug 18, 2023 | Product Tips & Tricks
There are 2 types of VOID in DocBoss. Not Required Un-mark the checkbox under the “Required” column. You can mark a document as “Not required” at any time. If it was locked, its state will show V (Void) If not locked, the state will show Z (never required)...
by Carl Mueller | Aug 13, 2023 | Product Tips & Tricks
When you bring in a file from the customer and they return it with a comment page in the file, you can identify the comment page in the assignment screen. Once identified, DocBoss allows the user to determine the sequence of comment and markup sheets on re-submittal...
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...
