by Brad Bowyer | Jun 13, 2022 | Product Tips & Tricks
If you have resubmitted a document and your customer decides they don’t need it and asks you to just use the last approved document instead, how do you handle this in DocBoss? The first step is to void the outgoing submittal. Next, navigate to the Card List...
by Brad Bowyer | May 27, 2022 | Product Tips & Tricks
If you have resubmitted a document and your customer decides they don’t need it and asks you to just use the last approved document instead, how do you handle this in DocBoss? The first step is to void the outgoing submittal. Next, navigate to the Card List...
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...
