Blog
You Won A New Project. Now What?
Fantastic news! You have been awarded a new project with a client you have never worked with before! Let the…
Some customers have requested that they identify the process which they will be submitting the documents of a transmittal. We have added a selection called Delivery Medium strictly for output purposes on transmittals.
There is no functional impact of this choice – it is for display purposes only. Once selected the applicable variable has to be added to your Transmittal Template for it to display.
How to Add New Delivery Medium options
Options for the Delivery Medium selection must be set up at Admin.
To Get Here:
Settings> Delivery Mediums
To Add:
- Click the Add symbol in top right grid
- Enter Value
- Click Save
Once added, they are now available for selection on your projects
How to Select on your project
To Get Here:
Project menu – (Set Up) Main > (Output Settings) Transmittals
The drop-down selection is all available options.
If you show the delivery medium in the transmittal popup, it will also allow you to manage by each transmittal. There is no functional impact of this selection – it is for display purposes only. Once selected the applicable variable has to be added to your Transmittal Template for it to display on your output.
Ready to leave the
DocBoss is the only true document control system for
suppliers. Book a quick demo to see how we help process
equipment suppliers make more profit with less pain.
Related Resources
Blog
Document Control In Your Company
We are noticing that some companies are moving away from a typical Document Control department. For some companies it is…
Blog
Does Your Software Include Updates?
One of the more expensive and time-consuming aspects of buying software is updates. And upgrades. And patches. And fixes. They…