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...
by Carl Mueller | Aug 1, 2023 | Product Tips & Tricks
Level is a term we use in DocBoss but what does it actually mean to you, the document controller? This is the instruction to DocBoss that indicates how the cards are made. To understand levels, you need only ask the following question of each doc code: We need one...
by Carl Mueller | Jul 20, 2023 | Product Tips & Tricks
What options exist for outgoing submittal notification emails to your customers? You can choose from several options in terms of what you deliver to customers depending on the situation. The defaults for notifications are available in the general admin area and can be...
