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...
by Brad Bowyer | Oct 17, 2022 | Document Control
We regularly make updates to DocBoss in terms of functionality that becomes available for all customers. This round of updates focuses on compilations or databooks which we’ll discuss below. Create Package and Compilation Layouts at Instance Level Users may...
by Carl Mueller | Sep 30, 2022 | Product Tips & Tricks
Would you like the ability for your customers to upload documentation directly to DocBoss? The customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received...
