by Carl Mueller | Jun 15, 2024 | Product Tips & Tricks
The Auto-Reclaim feature allows users to complete the status of a document without uploading a new file. This is useful in situations where the customer approves a transmittal verbally or by email, but doesn’t physically return the original transmittal or documents....
by Carl Mueller | May 23, 2024 | Product Tips & Tricks
Here’s a great feature that DocBoss users can take advantage of if and when the need arises: The Auto-Reclaim feature offers several advantages as we’ll see below. The Auto-Reclaim feature allows users to complete the status of a document without uploading...
by Carl Mueller | Mar 13, 2024 | Product Tips & Tricks
If you would like to add a logo to your outgoing transmittals to your EPC customers, DocBoss can do this with ease. DocBoss offers a Default Transmittal Template for all companies. Did you also know that you add your company logo to the generated output? To Get...
by Carl Mueller | Mar 11, 2024 | Product Tips & Tricks
DocBoss has specific features and benefits related to delivering final submittals to your EPC customers at the end of projects. Let’s discuss both incoming and outgoing submittals and some of the things you can do in each instance. Submittal Management –...
by Carl Mueller | Feb 20, 2024 | Product Tips & Tricks
Did you know DocBoss has a document viewer where you can view documents to see how your customer views them before you submit them? DocBoss updated the document viewer to include updated navigation options, more flexibility, and extended markup options. See below for...
