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Instructions to link a compilation (or compilation table of contents) to a doc code. Instructions to unlink are also provided.
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The outstanding actions grid is used to display a list of all the current assigned actions: Actions can be checked in the Action Dashboard screen where all actions across all Projects are included ( Logo Menu > Action Dashboard ) O...
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Step-by-step instructions for how to create and build the basic structure of a compilation.
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Customize expediting reports and select expediting recipients.
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Create a new incoming submittal and add documents to it.
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DocBoss maintains a state for every locked card. Cards become locked if ANY of the following actions have been performed:
The card has been submitted to the customer (tracked separately also)
A system generated INDEX has been submitted...
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A distribution list defines the recipients of a submittal. The list of recipients is commonly included on the transmittal summary (depending on your transmittal template).
Topics
Add/apply distribution list on project ...
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Once an action has been applied to a card, it remains in the "Outstanding Actions" grid until all actions have been completed. To view all outstanding actions for an individual project, navigate to Project Menu > Outstanding Actions . To view...
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Mark all or part of a submittal as void (cancelled).
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Last Updated: 09/16/2024
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