Keep tabs on expected returns
Quickly send expedite requests to your suppliers or customers with customizable report formats and email templates, speeding up the review and approval process. Gone are the days of manual tracking and chasing down documents.
What are expedite reports?
Expedite reports are automatically-generated reports of coming due/overdue documents that are currently with the target (e.g., customer). These reports are intended to prompt the return of these documents and keep the project on schedule.
See it in action
This video shows how to configure and send expedite requests in DocBoss:
Generate reports in seconds
DocBoss makes it easy to send expedite requests, helping you to receive returns faster.
Pick your target(s)Expedite reports can be sent to any submittal target, and can even be sent to internal DocBoss users! |
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Send multiple reports simultaneouslyReports can be generated for multiple projects and multiple different targets all in one simple step. |
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Templated emailSpeed things up with pre-formatted, target-specific email templates, filling in all the relevant details automatically.
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How to send an expedite report
It's easy!
Step 1: Choose the project(s) you'd like to send reports for
Step 2: Select the target(s) to send reports to
Step 3: Click "Send"
Customize to your preferences
Configure the report details and choose how recipients will receive them.
Choose the file typeExpedite reports can be provided in HTML or as an exportable Excel file. Excel-based reports can be further customized with a template, providing the exact details the recipient needs to take action. |
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Adjust the formatDocuments within the report are organized by your preferred grouping (by submittal number, document code, or date range), and are sorted within each group. You can also choose to include documents approaching their due date, or only past-due documents. |
Generate previewsReview the email and generate the report before sending, ensuring the output meets your requirements. |
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Make adjustmentsDifferent projects require different settings? No problem. Expedite report settings are unique to each project, allowing for cross-project variability. |
Learn more about what DocBoss can do for you
Book a personalized demo with one of our Product Specialists today to see how these features can be customized to suit your company's needs.
Or, check out our other features here.