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...
by Carl Mueller | Jun 9, 2023 | Product Tips & Tricks
Here’s a question I came across online, asked by a document controller to other people in the industry. What is the average turnaround time from submit to approval during the document control process? She also mentioned that she was looking for various metrics...
by Carl Mueller | Jun 7, 2023 | Product News
Holdback time, or the amount of time between the completion of a project and the release of final payment to vendors, is a common issue in EPC (engineering, procurement, and construction) projects. To decrease holdback time and ensure vendors get paid more quickly,...
