Articles
Select Transmittal Templates on Project
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...
Select Cover Page Templates and Settings on Project
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...
Select Cover Page/Stamp Setting per Doc Code
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.
Add Stamps
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 ...