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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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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" drop-down lists the details of the submittals that have been issued on the project.
The key columns available in the ...
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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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When receiving submittals with many files, users may want to use bulk processing to bring incoming documents into DocBoss. Instead of users individually dragging files into each card, DocBoss can automatically match each file to the appropriate ca...
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During the course of managing cards, you define routing and submittal requirements. This is typically managed by DocBoss as you upload documents to the system because you have already assigned your specific workflow instruction. However – Once ...
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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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Add internal doc codes to use when customer lists are not provided or for mapping (cross-referencing) internal codes to customer codes.
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Instructions for setting the cover page/stamp preference per doc code, and the associated impact(s). Instructions for setting an alternative cover page and/or stamp template are also provided.