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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...
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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...
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Users can update the submittal date on previously sent submittals. The updated date will then be reflected in the card history and on all templates (i.e., on the SDI and on cover pages added during submittal).
To edit the date of an outgoing su...
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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...
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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...
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Mark all or part of a submittal as void (cancelled).
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The Auto-Reclaim feature allows users to complete the status of a document without uploading a new file. This is useful in situations where the customer approves a transmittal verbally or by email, but doesn’t physically return the original transmittal or documents...
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To see your completed submittals, navigate to Project Menu > Cards In/Out > Outgoing Submittals. The "Submittals Sent" tab lists the details of the submittals that have been issued on the project. 1) Tools Various functions are ava...
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Submittal Defaults The defaults for submittal email notifications (for each target) are set on the project configuration template. If these defaults should be modified on a specific project, navigate to Project Menu > Set Up > Project Configurat...
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Documents that are available for submission (based on workflow) will automatically move to a queue located on the outgoing submittals screen.
To see your outgoing submittals, navigate to Project Menu > Cards In/Out > Outgoing Submittals.
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