Older Releases

DocBoss has updated the document viewer to include updated navigation options, more flexibility, and extended markup options. See below for a detailed description of the new features. New Viewer functions Viewer navigation Scroll (vertical) ...

Affiliates Add time zone for affiliate Previously, the time zone was configured for the entire instance. As affiliates are often used for parts of a company in different parts of the world, we have added the ability to set affiliate-specific tim...

User Interface Update grid on the card list The grid has been replaced on the card list. This includes the ability to pin columns, navigate the grid with arrow keys and many more functions. For more detail about our new grids, see here . ...

Workflow Parallel Routing: Select multiple users per role Users may now assign routing to multiple people for each role. All users must complete the review for it to proceed to the next role. 1 - each user appears in a removable bloc...

User options Allow admin to define which users can access extended support Admin users are now able to choose which users have access to DocBoss Extended Support through the Manage Users screen. Define user responsible for contract On ...

Compilations Compilation and Package Presets Users may preset the default settings for compilations and packages. These are created at the instance, and are selected on the project template. They are loaded onto the project at initiation. So...

Customer Portal The customer portal has been changed to allow customers to upload documents directly to projects. It now shares a common format and functionality with the Vendor Portal. For more details on Customer Portal, see our article h...

Working in the Project Uploading Files Upload multiple files to a card Assign active, native AND comment files from the file staging area (multi drag/drop). Click here for more information. Exceptional file handling (skip processing) ...

Card management The ability to Edit the Stage and all Card metadata from each particular entry of Card History is now available. Click here for more information. Submittals Email notifications for failed submittals If an email has n...

eSignatures DocBoss now allows eSignatures to be applied to outgoing documents in 2 forms: System applied (Hidden) This signature is applied to the document without a visible signature block. The intent is to register the current state of th...

Automated Expediting The core function for this release is our expediting module! DocBoss now allows users to expedite overdue cards from any project to any of the following groups (targets): Customers Suppliers 3rd Parties Outstanding...

Sub-Supplier Portal Users may now invite sub-suppliers/vendors to upload documents directly to DocBoss (Project specific). These uploads are treated as incoming submittals from sub-suppliers. Click here for more information Submittal...

Security New permission required to access security settings. This must be enabled by the DocBoss team, based on direction from the managing user. User Multi-factor Authentication For a full description of user side MFA, see this pa...

Unpack Upon receiving the return of a DocBoss created package, users can now automate the re-allocation of each document to is original card. Full details are available here . To review how to create packages, click here . Workflow Incomin...

Compilations Optimize compilation generation We have refactored the generation process for compilations. The largest improvements will be noticed for compilations where DocBoss is adding cover pages to all documents, but general speed improvemen...

Add new data types to projects While DocBoss supported 3 type of units (Major Tags, Tagged Equipment and Steel), users may now add additional unit/data types to their projects. You may then allocate equipment columns to the appropriate tabs. Typ...

Unlimited Equipment Fields You may now add an unlimited number of global and project specific equipment fields. Details are available here. Data Inheritance Inherit data from Major Tag columns to Tagged Equipment units Inherit data ...

Project Hub Whew! Carrying on with the tiles available on the project dashboard, the project hub is a new landing page designed to provide actionable data for your document controllers. What documents are overdue, and who is behind on the requir...

Equipment List Create combination columns There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project te...

Manual Cards for Tagged Equipment Add Manual cards (link to either major tags or tagged equipment) Manual cards allow users to add (or upload) cards, while manually selecting the appropriate doc codes, and tags. This function has existed strictl...

Major Feature - Approve Supplier Documents In addition to tracking customer status for each card, you can now manage an internally focused approval process for supplier documents. You define a set of statuses, and when documents arrive from your s...

Preview Stamp DocBoss now allows you to see the stamp while you are placing it on the document. This will include the variables (until it has actually been assigned) Once it has been assigned to the card, the variables will populate with ap...

Add stamp to document In some cases, customers require that stamps are placed directly onto the document, rather than the addition of a cover page. DocBoss now allows users to upload stamp templates, and stamp documents. The same variables as us...

In the October 2023 release of DocBoss, we're introducing a range of options to further customize your outputs and save you time. These updates focus on streamlining your workflow and include improvements such as bulk user management, expanded fil...

In this August release, we have many great features to make your day more effective. Update to nav We updated our mega-menu, focusing on the most frequently used project areas. You can go anywhere in your project faster. Merge index an...

Document upload and assign workflow A picture is worth 1000 words. Here the video of what we have changed. Navigation The navigation preview has been in place for a few months. We hope you’re ready! Most of the structure has remai...

Clear warnings for “Not Downloaded by Customer” On the projects dashboard, DocBoss warns you if customers have not clicked the download link in the transmittal notification. In some cases, these warnings are no longer useful. You can manuall...