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Last Updated: 08/01/2024
in Release Notes Older Releases 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) ...
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Last Updated: 08/01/2024
in Release Notes Older Releases 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...
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Last Updated: 08/01/2024
in Release Notes Older Releases 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...
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Last Updated: 08/01/2024
in Release Notes Older Releases 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...
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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 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...
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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 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...
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Last Updated: 08/01/2024
in Release Notes Older Releases 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 ...