by Carl Mueller | Jul 20, 2022 | Product Tips & Tricks
“Auto-Reclaim Submittal” allows you to complete the status of a document without uploading a new file. This is useful in situations where the customer approves your transmittal verbally or by email, but doesn’t physically return the original transmittal or...
by Brad Bowyer | Jul 8, 2022 | Product Tips & Tricks
Recently this topic has come in from a couple different customers. Our customers have come to us with the understanding that their customer is requesting sequence numbers to be part of the document number. This is typical. What is not typical however, is if the...
by Brad Bowyer | Jun 13, 2022 | Product Tips & Tricks
If you have resubmitted a document and your customer decides they don’t need it and asks you to just use the last approved document instead, how do you handle this in DocBoss? The first step is to void the outgoing submittal. Next, navigate to the Card List...
by Brad Bowyer | May 27, 2022 | Product Tips & Tricks
If you have resubmitted a document and your customer decides they don’t need it and asks you to just use the last approved document instead, how do you handle this in DocBoss? The first step is to void the outgoing submittal. Next, navigate to the Card List...
by Carl Mueller | May 23, 2022 | Product Tips & Tricks
Users have the option to apply a Compilation Cover Page to compilations and packages. This is in addition to a Submittal Cover Page. The compilation cover page is generally a title page for the compilation. But, you can use exactly the same variables, so it can be...
