Auto-Reclaim Submittal” allows you to complete the status of a document without uploading a new file. This is useful in situations where the customer approves your transmittal verbally or by email, but doesn’t physically return the original transmittal or documents.

Rather than re-upload all of the original docs (to maintain the workflow trail), you can click Auto-Reclaim Submittal, and work with the documents inside DocBoss as well as add comments and/or upload emails. This process can also be used when a submittal is rejected but you want to keep a record trail.

Navigate to > Outgoing Submittals > Submittals

Click on “Auto-reclaim Submittal” icon on the submittal that contains the documents that you wish to edit.

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In the pop up screen:

1) Select the applicable documents

2) Assign the status and routing (If approved select the Doc Status and click “Complete Current Stage”)

3) Add any comments and attach files. Note: If attaching an email, you must first save a copy on your computer then you can drag and drop the file. You cannot drag and drop emails directly from Outlook.

4) Click “Apply New Values to Documents”

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When new values are applied, selected documents turn green and the reclaim action can be completed by clicking on “Reclaim”.

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To view comments or files saved during this process: find the card on the card list, select the “Edit” tool, and scroll down to “Saved Comments”. Here you will see any files or comments made during the Auto-Reclaim process. 

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