Product Updates
Change The Stage List From The Assign Screen
This is an updated article with more detail on the topic of how change stages on the stage list from…
DocBoss helps you customize your outgoing submittals to EPC customers at the end of projects in whichever way your customer desires. Right down the font on the cover pages, in fact!
Below, we’ll let discuss several aspects of customizing your outdoing documentation that you might not be aware of.
Add cover page bookmarks to each doc
Users who want to bookmark the cover page on outgoing documents can now make that setting on their projects
SDI Report
On SDI template, if a customer has returned a document twice, prior to you sending another version (i.e. they changed their mind/made a change, and included it on a separate return transmittal), we now show both results in a second row in the excel output.
You can toggle this output on/off for any given card from the history tab “Show in history return”
XLS Variables
We have added the following variables in this release
- StageAbbr variable for Index->Transmittals History
- SubSupplierName variable for cover pages and transmittal templates
Looking for more info on custom submittals in DocBoss? Check out this article: Creating Various Compilations and Packages in DocBoss For Your EPCs
