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In some cases, customers require that stamps are placed directly onto the document, rather than, or in addition to a cover page. DocBoss allows users to upload stamp templates, and stamp documents. The same variables as used on cover pages can be ...
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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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On the " Main" tab of the Project Configuration page, you can choose which template you want to use for your project, for both Customer and Sub-Supplier submittals. To begin, expand the "Cover Pages and Stamps" section. You can also choose he...
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Step 4 of the eSignature process.
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Step 3 of the eSignature process.
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Step 2 of the eSignature process.
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Step 1 of the eSignature process.
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Prompt DocBoss to generate and send expedite reports.
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Turn on the Expedite module for a project.
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Customize expediting reports and select expediting recipients.