Advanced

Cards in DocBoss have a workflow associated with them. With proper setup and following procedures, DocBoss will automate the next required step in your card workflow. Workflow Option: Submit When you submit a document(s), you are c...

Ad-Hoc submittals are special, in that they do NOT affect the workflow of your documents. It is simply a way to get documents to anyone outside the company, recording they were sent, and leaving the status/stage etc unaffected. They should be r...

When a document it is returned by the customer with a status that have "stage complete" and this is the last or only stage, the cards it is marked as complete: Once a card it is marked as complete, there is no further workflow expected....

To Re-Send or forward a transmittal, navigate to Outgoing Submittals and click on the underlined submittal number, as shown below. Here you will see the options to Re-Send or Forward. If you choose to Re-Send the email, it will b...

To view the Sent email status of an outgoing submittal, navigate to the Outgoing Submittals screen and scroll down to the Submittals Grid. Here you will see a "Log" icon - see red arrow in image below. Clicking on the Log icon will open the Email ...

Separate submittal per file (batching) Some customers have an automated document processing solution in place. As a result, they require every file to be issued on a separate submittal. This can create an enormous amount of work for the supp...

If you want, you can change the Email Template that is used for any project. To Get Here: Project menu - (SetUp) Main, Scroll to Output Settings The drop-down (beside each Type of submittal) lists the available templates you h...