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 | Mar 17, 2022 | Product Tips & Tricks
If your customer requires a detailed table of contents (TOC) in a submittal, DocBoss can help. You have plenty of ways to customize a TOC to your customers’ liking. To get here: In your project – Click Main Project Drop Down Click Index Reports &...
by Brad Bowyer | Mar 15, 2022 | Document Control
Back in the days of hard copies and CDs, sizes of data books weren’t much of a delivery hold up point. But more and more companies are moving away from hard copies and CDs and are beginning to accept only electronic copies of data books. In most cases, this is a good...
