by Carl Mueller | Feb 23, 2025 | Product Tips & Tricks
Expediting in DocBoss refers to sending reports to customers, sub-suppliers, and users that lists coming due/overdue documents so you can be aware of milestones that are about to hit. This way, you keep projects on track and each team member is held accountable for...
by Carl Mueller | Jul 13, 2024 | Product Tips & Tricks
This is an updated article that we wrote several years ago, to refer to new functionality now available for expediting. Where To Find Expediting Features These settings are inside each project in the Setup > Expediting Settings area. Target and Recipients Users...
by Carl Mueller | May 11, 2024 | Product Tips & Tricks
DocBoss enables users to expedite overdue cards from any project to any of the following groups (targets): Customers Suppliers 3rd Parties Outstanding actions Once you enable the project for expediting and define the distribution lists for each company, you navigate...
by Carl Mueller | May 7, 2024 | Product Tips & Tricks
Expediting is a function within DocBoss that is handled on a global basis but you can also activate it on a project basis, too. Where to find it? These settings are inside each project in the Setup > Expediting Settings area. Target and Recipients Users must enable...
by Carl Mueller | Apr 25, 2024 | Product Tips & Tricks
DocBoss users have the ability within a project to import distribution lists from the project’s submittals distribution lists for use with the Expediting module. Inside the project, navigate to Set Up > Expedite Settings. Under the Tools column, select...
