by Brad Bowyer | Sep 26, 2022 | Product Tips & Tricks
Can you update a previous submittal date after it has been submitted through DocBoss? Yes, you can. Users can update previously submitted documents submittal dates as required. Updating it on the outgoing submittal will then update the date in the card history and all...
by Brad Bowyer | Sep 3, 2022 | Product Tips & Tricks
In order to enable web access, the contact must be added to DocBoss. For information on adding a contact, see our article here. Allow Web Access: Enable this field to allow the access to the Customer Web Access/Portal Login (for the web access): This field...
by Brad Bowyer | Aug 24, 2022 | Product News
Periodically, we have customers looking for marketing material to include with bid packages. They are looking for something to help them stand apart on competitive bids. We have created some notes below which helps you promote your investment in DocBoss to your...
by Carl Mueller | Aug 8, 2022 | Product Tips & Tricks
How can you manage and keep an eye on all completed submittals that you’ve already delivered to your customers with DocBoss? The last grid on the Outgoing Submittals page contains completed submittals. Project Menu > Cards In/Out > Outgoing Submittals...
by Brad Bowyer | Jul 22, 2022 | Product Tips & Tricks
Yes, you can! With DocBoss it’s possible to send an Ad-Hoc submittal on an as-needed basis that won’t impact the document status or stage. Ad-Hoc submittals are special, in that they do NOT affect the workflow of your documents. It is simply a way to get...
