-
Cards in DocBoss have a workflow associated with them. With proper setup and following procedures, DocBoss will automate the next required step in your card workflow.
Workflow Option: Submit
When you submit a document(s), you are c...
-
Last Updated: 09/16/2024
in Docs Templates Email Templates
To Get Here: Settings>Template Mgmt: Output Templates > Scroll down to Email Templates
Template Type/Target
DocBoss email templates are specific to a given target. Please select the target for your email.
Variables
Ge...
-
Last Updated: 09/03/2024
in Release Notes Older Releases
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...
-
Last Updated: 08/01/2024
in Release Notes 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) ...
-
Last Updated: 08/01/2024
in Release Notes Older Releases 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...
-
Last Updated: 08/01/2024
in Release Notes Older Releases 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 .
...
-
Last Updated: 08/01/2024
in Release Notes Older Releases 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...
-
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 ...
-
Last Updated: 08/01/2024
in Release Notes Older Releases
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...
-
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...