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Converting A Word Template to Excel
As many document controllers may know, converting a Word document to Excel is not always an easy task. The cells…
DocBoss can send automated email reports for each named user to alert them to tasks that have been assigned to them for a specific project.
In user Profile > Email Notifications several reports can be enabled to be sent to you by email.
Here are some examples:
Outstanding Action Alert
Action email notifications are sent immediately when an action has been assigned to you.
Outstanding Action Report
A report with all the open actions can be sent daily or weekly to your email by subscribing to the Outstanding Actions Report.
Action Summary Report
Daily or weekly report showing all actions on all documents on various projects. Typically for project managers and document control.
Overdue Cards Report
This report includes all the overdue cards from various projects and can be generated daily or weekly.
Not downloaded submittals report
This is a daily generated report showing all submittals which have not been downloaded by the customer.
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