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To resend or forward an outgoing submittal, navigate to Project Menu > Cards In/Out > Outgoing Submittals and expand the "Submittals" section. Under the "Number" column, click the submittal number. In the top right, there are two buttons ...
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Navigate to the "Main" tab of the Project Configuration page (Project Menu > Set Up > Project Configuration) page of your project. Expand the "Transmittal" section and select any Transmittal Templates that are available for use from the drop-do...
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Users can test transmittal templates without needing to complete a submittal.
Before testing, the template will need to be uploaded into DocBoss and then added to a project under the appropriate template type (customer or sub-supplier).
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DocBoss offers a Default Transmittal Template for all companies. Did you also know that you add your company logo to the generated output?
To Get Here:
Click Settings
Click Output Templates
Scroll to bottom of page
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