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Select Transmittal Templates on Project

Alina Sonke
June 28, 2023
1 min read
Blog

The templates feature inside DocBoss can be used in a number of different ways to save documents that you would like to use repeatedly during current and future projects. It’s a time-saver and helps to conveniently organize your frequently-used docs. Below, we’ll discuss how to use it.

Navigate to the Main page of your project. In the Output Settings section under Submittals, you will have a drop down that will allow you to select any Transmittal Templates that are available for your use.

Find the one you want and select it – both PDF and Excel versions.

You can select different transmittals to be used for your Customer (shown as Acme in screenshot below) and Sub-Supplier. Note: Internal/3rd Party Transmittals will use the selection you made on your Sub-Supplier Transmittal. Remember to click Save Project when finished!

For more information on working with Templates please check out our video: Templates

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