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...
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...
