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