by Carl Mueller | Jan 24, 2023 | Product Tips & Tricks
Users can extract the most recent file from multiple cards via the Bulk Doc Download button on the card list. Navigate to the card list for any project, select the card you want to include in the export and click the Bulk Doc Download button. A zip file will be...
by Carl Mueller | Jan 11, 2023 | Product Tips & Tricks
If you have a customer who has issued multiple orders of equipment under one purchase order number, DocBoss can use custom equipment fields to identify multiple packages on one single equipment list. This will allow you to create one final compilation for all of the...
by Carl Mueller | Jan 7, 2023 | Product Tips & Tricks
All DocBoss users are named users so what if you have an un-licensed employee whose name you would like included in a submittal? Is there a way to handle with within DocBoss? Yes, you can show an un-licensed employee’s name in your submittal history but a bit of...
by Carl Mueller | Jan 5, 2023 | Product Tips & Tricks
Customers periodically ask how they should set up their file structure for saving submittals on their server. The answer is you can do so and we have a suggestion as to how. While not technically required, it’s a good practice. Here’s the layout we suggest...
by Brad Bowyer | Nov 17, 2022 | Product Tips & Tricks
How can you view a complete list of all outgoing submittals to your customers in DocBoss? The last grid on the Outgoing Submittals page contains completed submittals. Project Menu > Cards In/Out > Outgoing Submittals > Scroll to bottom of screen. 1) Submittal...