Non document control-specific applications like Excel don’t offer you the great benefits that a document control-centric app like DocBoss does.
Case in point: The ability to utilize email features within DocBoss and also to set up various email alerts that benefit you but also your EPC customers that you serve.
Here are some examples:
Email Alerts For Actions
We have a new look for actions email alerts: the email templates for new routing action, change to card, and internal approval have been redesigned.
Email Alerts For Sub-Supplier/Customer Portal Submittals
New email alert for received sub-supplier/customer portal submittals: previously available in the user interface only, we now have email alerts available for received portal submittals. You can choose to receive email notifications for sub-supplier portal submittals, customer portal submittals, or both.
You can also set up automated email reports from your user profile in DocBoss. Check out this article to learn more: Automated email reports from user profile
Email Alert Templates
Setting up Templates in DocBoss are a great way to save time and effort. You set up a template to use again in the future when you a document(s) that gets used repeatedly so you don’t have to start from scratch each time.
Email alerts are another great way to use the templates feature.
Click to read this article for more specific information: Create New Email Templates
Email Notifications
You can enable/disable automated emails which are sent from DocBoss. Check out the table below to see examples of automated emails you can send from DocBoss to help your team keep each projects on time and budget by not missing out on tasks and actions.
Additional options appear for Lists and Reports where you can select your preferences.
These are just a few examples of how you can better use the email features within DocBoss to help you get a better handle on document control which in turn will help you better serve your EPC customers.