by Alina Sonke | Jan 20, 2025 | Product Tips & Tricks
Would you like to change the outgoing file format for your customer submittals at the end of projects? This is used to format the file names on any Outgoing Submittals. To get here: Navigate to the Project Menu > Main and look in the Formats area. Click on...
by Alina Sonke | Jan 15, 2025 | Product Tips & Tricks
Have you created a submittal and now need to void it, for any reason? Here’s how to do this quickly and easily in DocBoss. On the Outgoing Submittals screen, scroll to the bottom of the page to reach the Submittals grid. If the void action is available for a...
by Carl Mueller | Nov 2, 2024 | Product Tips & Tricks
Do you have difficulty getting your EPC customers to return documents in a timely fashion? DocBoss can help in several ways, beginning with the Expediting function. Expediting in DocBoss is done in a global sense, not from within each project. You can of course choose...
by Carl Mueller | Oct 25, 2024 | Product Tips & Tricks
DocBoss provides workflow benefits that you can take advantage of. Here are several aspects of workflow that you can use: Parallel Routing: Select multiple users per role Users may now assign routing to multiple people for each role. All users must complete the review...
by Carl Mueller | Oct 23, 2024 | Product Tips & Tricks
One of the time-saving features of DocBoss that customers love the most is the compilations and submittals feature. Let’s take a look at some options you can use to make document control work more efficient and less time-consuming. Compilation and Package...
