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...
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...
