by Carl Mueller | May 17, 2022 | Product Tips & Tricks
To eliminate malicious file uploads, DocBoss maintains a list of uploadable file types. If your file is not on this list, you will receive an error on upload. If the file is valid, please contact support. Once we manually validate the file type, we will happily add it... by Carl Mueller | May 13, 2022 | Product Tips & Tricks
The Supplier Document Index is also known as the Index, SDDL, VDRL and SDL. Whatever you choose to call it, DocBoss enables you to work with it in a variety of ways including accessing reporting features. SDI Resources When Using DocBoss Here are detailed articles... by Brad Bowyer | May 1, 2022 | Product Tips & Tricks
When working with customer submittals at the end of projects, you might need to re-send one or forward it after the original has been sent. To Re-Send or forward a transmittal, navigate to Outgoing Submittals and click on the underlined submittal number, as shown... by Carl Mueller | Apr 10, 2022 | Product Tips & Tricks
Documents that are available for submission (based on workflow) will automatically move to a queue located on the outgoing submittals screen. The grid in which they appear depends on the workflow target. By default, it is the customer. To Get Here: Outgoing Submittals... by Kirstie Reid | Mar 30, 2022 | Product Tips & Tricks
Users may now add an unlimited number of custom fields to the main area of projects. Create new date or text fields, to be followed shortly by drop down lists, and an option to define whether fields are mandatory. Users may apply them to any or all project templates.... by Carl Mueller | Mar 28, 2022 | Product Tips & Tricks
If you want to use the DocBoss generated version of the Compilation and/or the TOC for your submission, you must attach it to the applicable Doc Code in the Requirements grid. Navigate to the Code List Step 1 Set applicable Doc Code(s) to TYPE =...
