Here is an example of expediting features and benefits offered in DocBoss. These features are based on a release that we made back in 2020 and is available to all DocBoss customers. It’s an example of how we update functionality over time and immediately make all new features available to all customers.
DocBoss now allows users to expedite overdue cards from any project to any of the following groups (targets):
- Customers
- Suppliers
- 3rd Parties
- Outstanding actions
Once you enable the project for expediting and define the distribution lists for each company, you navigate to the system expediting window. From there, you can customize the layout of reports, and preview/send project specific expediting emails all in one sequence.
To get started, check out the below articles:
How to Enable Expediting for a Project
Expediting – Options and Settings
Run the Expedite Process and Send Emails
Other Helpful Items To Utilize
Various minor items have been included into this release.
- Bulk disable cross reference code lists.
- Add warning if PDF files use bad fonts (issues flattening)
- Assign distribution lists to targets/companies.
- More functionality added to DocBoss API
- When generating compilations, filter the available list based on tag/custom list.