by Carl Mueller | May 23, 2022 | Product Tips & Tricks
Users have the option to apply a Compilation Cover Page to compilations and packages. This is in addition to a Submittal Cover Page. The compilation cover page is generally a title page for the compilation. But, you can use exactly the same variables, so it can be... by Brad Bowyer | May 1, 2022 | Product Tips & Tricks
When working with customer submittals at the end of projects, you might need to re-send one or forward it after the original has been sent. To Re-Send or forward a transmittal, navigate to Outgoing Submittals and click on the underlined submittal number, as shown... by Carl Mueller | Apr 10, 2022 | Product Tips & Tricks
Documents that are available for submission (based on workflow) will automatically move to a queue located on the outgoing submittals screen. The grid in which they appear depends on the workflow target. By default, it is the customer. To Get Here: Outgoing Submittals... by Carl Mueller | Apr 4, 2022 | Document Control
If you need to place a stamp on a particular document(s) before submission to your customer, DocBoss can help. DocBoss also enables you to see the stamp while you are placing it on the document. This will include the variables (until it has actually been assigned).... by Carl Mueller | Apr 1, 2022 | Document Control
We’ve already spoken in the past about how DocBoss differentiates between markups and comments in your submittal packages that are produced at the end of projects. Here are a few more ideas you can take advantage of within DocBoss when working with markups and...
