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...
by Carl Mueller | Jun 22, 2023 | Document Control
DocBoss users can test transmittal templates without needing to actually complete a submittal. Before testing, the template will need to be uploaded into DocBoss and then added to a project under the appropriate template type (customer or sub-supplier). Steps Navigate...
