Select Page

Automated Expediting Within DocBossDocBoss enables users to expedite overdue cards from any project to any of the following groups (targets):

  1. Customers
  2. Suppliers
  3. 3rd Parties
  4. Outstanding actions

Once you enable the project for expediting and define the distribution lists for each company, you navigate to the system expediting window.

From there, you can customize the layout of reports, and preview/send project specific expediting emails all in one sequence.

To get started, check out the below articles:

How to Enable Expediting for a Project

Expediting – Options and Settings

Run the Expedite Process and Send Emails