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The Create Cards and Match option is available for documents related to Major Tags. This allows users to create cards from information in the file name, skipping the step to add manual cards on the project's Card List. When running bulk match, if...
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Last Updated: 08/01/2024
in Release Notes Older Releases 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 ...
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Last Updated: 08/01/2024
in Release Notes Older Releases 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...
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Last Updated: 08/01/2024
in Release Notes Older Releases 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...
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Last Updated: 08/01/2024
in Release Notes Older Releases 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...
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Last Updated: 08/01/2024
in Release Notes Older Releases 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...
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Last Updated: 08/01/2024
in Release Notes Older Releases 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...
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Last Updated: 08/01/2024
in Release Notes Older Releases 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...
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Last Updated: 11/14/2024
in Docs Admin Integrations and API
Our API documentation is presented in a format that will be familiar to API programmers. It does not provide context or instruction intended for general users. We recommend getting a professional API programmer to do the work if you are looking ...