by Carl Mueller | Jan 27, 2024 | Product Tips & Tricks
In this post, we will discuss the topic of initial submission dates in DocBoss along with related dates that arise during your projects. There are two columns connected to the initial submission dates; the reference date and the delivery days. Reference date has six...
by Carl Mueller | Jan 21, 2024 | Product Tips & Tricks
Do not show “downloaded by target” icon for submittal if email was not sent with hyperlink. If a submittal email notification does not include a hyperlink, the Downloaded by Target icon is no longer shown in the Submittals grid. Add Line No. (Customer)...
by Alina Sonke | Jan 1, 2024 | Product News
What happens when you submit a document to a customer as completed but then need to amend the doc after it gets returned by the customer? When a document it is returned by the customer with a status that have “stage complete” and this is the last or only...
by Carl Mueller | Dec 5, 2023 | 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 | Aug 7, 2023 | Product Tips & Tricks
A distribution list defines the recipients of a transmittal. The list of names is typically included into the transmittal summary (depending on your transmittal template). Topics Add/apply distribution list on project Add/edit global distribution lists Import and...
