Expediting Options And Settings Within DocBoss

This is an updated article that we wrote several years ago, to refer to new functionality now available for expediting.

Where To Find Expediting Features

These settings are inside each project in the Setup > Expediting Settings area.

Target and Recipients

Users must enable the targets they wish to expedite. The default is for customers and outstanding actions (defaults can be changed on the admin template). They must also select a report format (html or Excel).

As selections are made, additional grids will appear showing the actual companies to expedite.

You must:

1: Ensure the company is enabled.

2: Click the tools icon to create/select the distribution list for the recipients

Note: The list of supplier is pulled from the equipment list, major tags, and any cards with a manually defined sub-supplier override.

Cards Grouping / Sorting

Users can decide how the expediting report will appear to customers with the options in this section. Note that the report layouts are only configurable with these options – they have fixed layouts and are not (currently) individually customizable (columns, spacing etc).

Examples:

By Sent Submittal

By Due Date

By Document Code

Template Selection

Email templates can be selected for each project, for each target. The are created in the admin templates area. The default values are defined in the admin area also.

To edit or create a new email template follow the steps from article: Create a New Email Template