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 the Manage Users screen, admin users can designate the Commercial Contact (the user within their company responsible for the contract with DocBoss).

Submittals

Allow users to default "Send submittal email notification" for each target

Under project Main settings, in the Submittal Notification Emails area, users can define whether or not to send an email notification of submittals to each target (internal, sub-supplier, customer, and Ad-Hoc).

Previously, this was only available as a default to apply to all targets.

Obsolete cards

Added bulk process option to apply changes in bulk to obsolete cards

If cards were moved to Obsolete Cards in error (for example, if the doc code level was changed by accident), it is possible to revert the process with using Bulk Re-Attach.

Cards which are eligible for this will be highlighted in green.

For full instructions, see here.

System Menu Update

Renamed & reordered some menu items

The names of some menu items were updated to better reflect their purpose. Some items were re-ordered as well.

Consolidated some menu items

Default Prices, Delivery Mediums, and Ignored Values have been consolidated into the Admin > Other Lists screen.

Compilation and Package Template

Choose compilation and package presets on project template

Users can select presets for compilations and packages as part of project templates.

Allow changes on project to be saved back to admin

Changes made within projects to compilation presets and package presets can be saved back to Admin >Compil. & Pkg Presets (List), either by creating a new preset or updating the original preset.

Bulk matching

Allow filtering/matching based on internal code (vs just primary/customer code)

Previously, if a doc code was required for bulk matching, only the main codes used were available for selection. Now, if customer codes are mapped to internal codes, the internal code is also an option for bulk matching.

Routing

Added an "Add to Ad Hoc" checkbox to assign screens

Users can now queue documents for Ad-Hoc submittal directly from the card assign screen.

Doc Codes List

Allow type ahead/search for internal code fields on Code List

Users may now type ahead or search for internal code fields on the Code List.