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...
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...
