by Brad Bowyer | Feb 24, 2022 | Product Tips & Tricks
Do you spend valuable time populating: Document IndexesDocument MatrixesDocument Cover Pagesetc Did you know that if you have the information in DocBoss, chances are, we can automate all your customers document reporting requirements? For example, if your customer...
by Brad Bowyer | Feb 13, 2022 | Product Tips & Tricks
Some customers have an automated document processing solution in place. As a result, they require every file to be issued on a separate submittal. This can create an enormous amount of work for the supplier. In DocBoss, an option exists (from the outgoing submittal...
by Carl Mueller | Feb 10, 2022 | Document Control
DocBoss users are named users who each login using their personal username and password. This makes it easy for you to track each change to a document and understand who did what. How can you deal with unlicensed users in your submittal history though? If employee...
by Carl Mueller | Feb 4, 2022 | Document Control
We’ve recently had customers ask their customers if they might use the review functions, avoiding submittals entirely. Here are our thoughts: The routing doesn’t have the same level of historical reporting.With submittals, the date out, date returned...
by Brad Bowyer | Jan 31, 2022 | Product Tips & Tricks
Every submittal starts a Send/Receive pair which can be found in the Card History. Each pair contains a history entry that if (Y) is enabled it will be included in the SDI Reports. The system will set the send/return automatically but it can be changed manually...
