Cards are essentially placeholders in DocBoss for the actual documents. It’s kind of like a file folder if you will. It contains all the history and revisions of a particular document as well as the most current version of the documents and its metadata.
Below, we’ll discuss options for working with cards inside DocBoss and the instances where you may do so.
Routing Scenario
Users now have an option to apply default routings to specific doc codes or cards. These settings can be further customized by stage, where the document is being returned from (customer, sub-supplier, internal), and more.
For more information, see here.
More edit options for merged cards
When users merge cards, it is now easier to modify the resulting cards.
For details, see here.
Auto-renumber cards when setting a query
When setting a query for a doc code, if document auto-numbering has been applied, DocBoss will automatically run auto-numbering on all non-locked cards with that code. This can minimize gaps in sequence numbering.
Filter card history to show active send/return pairs
Users can now filter the grid on the Card History screen to show only Active SEND record and Active RETURN record entries.