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. Ad-Hoc submitta...

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. If ...

To resend or forward an outgoing submittal, navigate to Project Menu > Cards In/Out > Outgoing Submittals  and open the "Submittals Sent" tab. Under the "Number" column, click the submittal number. In the top right, there are two buttons - on...

To view the email delivery status of an outgoing submittal, navigate to Project Menu > Cards In/Out > Outgoing Submittals  and open the "Submittals Sent" tab. Under the "Tools" column, there is a "Log" icon. Click on the icon to open the email de...

Some customers have an automated document processing solution in place. As a result, they require every file to be issued as a separate submittal. This can create an enormous amount of work for the supplier. In DocBoss, an option exists (from the...

The email templates that are used when creating outgoing submittals can be defaulted on each project. To update the default email template, navigate to Project Menu >  Set Up > Project Configuration. From the "Main" tab, navigate to Submittal ...

Providing a list of documents in the body of the submittal email allows the recipient(s) to know the details of the submittal without having to open the transmittal file. To achieve this, an additional sheet (tab) can be added to the transmittal ...