Product Updates
Making Changes In Your Library Inside DocBoss
Do you need to make changes to an individual document or to multiple documents in your DocBoss library? You can…
To view and enable automated email reports, first navigate to your User Profile
Scroll down to the Email Notifications area where several reports can be enabled and sent to you by email.
Alerts
Action Alert
Action email notifications are sent immediately when an action has been assigned to you.
Outstanding Action Report
A report with all the open actions can be sent daily or weekly to your email by subscribing to the Outstanding Actions Report.
Changes to status/stage Summary Report
Daily or weekly report showing all actions on all documents on your choice of projects. Typically for project managers and document control.
Overdue Cards Report
This report includes all the overdue cards from various projects and can be generated daily or weekly.
Not downloaded submittals report
The email sent from DocBoss to you will attach a (1) CSV file listing all submittals. If you download this you can open it in (2) excel for more detail.
For more information about Links not downloaded by Target, see our article “List of Completed Submittals” here.
Want to learn more about DocBoss reporting? Check out this article called DocBoss Reporting Feature By User Account. You might also like this article called Accessing The Multi Project Card Report In DocBoss.
