by Brad Bowyer | Feb 22, 2023 | Product Tips & Tricks
In DocBoss, a package is all the information that you will submit to a customer at the end of a project. So all drawings, cover pages, test results and anything else they require, all packaged up into one submittal or compilation or whatever you choose to call it. In...
by Carl Mueller | Feb 20, 2023 | Product Tips & Tricks
Some customers have requested that they identify the process which they will be submitting the documents of a transmittal. We have added a selection called Delivery Medium strictly for output purposes on transmittals. There is no functional impact of this choice...
by Carl Mueller | Feb 10, 2023 | Product Tips & Tricks
Customers periodically ask how they should set up their file structure for saving submittals on their server. While not technically required, it’s a good practice. DocBoss of course saves a copy of your submitals on our server but you can also download them on...
by Carl Mueller | Feb 2, 2023 | Product Tips & Tricks
Using an email address from your domain (Important!) For DocBoss to send email using your normal email address (xxx@yourdomain.com) instead of do-not-reply@docboss.com), you must enable both SPF and DKIM records on your domain. These settings are required to minimize...
by Carl Mueller | Jan 30, 2023 | Product Tips & Tricks
You can test the cover page for any card within DocBoss. First navigate to the card history screen. You can do this by clicking the history icon in the tools column of the card list for any specific card. Its nice to open a few cards with different tag lists –...
