DocBoss is happy to announce our latest release for December 2024. You can view the full release by clicking here.
Since this is the last release for 2024, you might also be interested to view the other three releases this year. You can view them by visiting this page.
Here’s a list of updates found in our December 2024 release!
Highlights include a quick way to create manual cards for unmatched files, updates to the Library, and more streamlined navigation.
Projects (Individual)
Incoming and Outgoing Documents
Incoming Documents
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Quickly create manual cards for unmatched files: after running bulk match, you can quickly bulk create cards for unmatched files. See Create Cards and Match for details. This feature supports regular expressions to pull card metadata from the file names.
Set Up and Configuration
Stage Lists
- More flexibility for Internal Approval workflows: previously, this workflow forced the document back to the sub-supplier before submitting to target. Now, the sub-supplier submittal is optional. This is set with the “On approval, queue approved file to submit source, then target” checkbox on stage settings.
Admin
Library
- Library “folders” renamed “types”: we find this is a more helpful distinction, as the folder is what determines which fields are available. Other sorting data can be added as custom fields.
- Fewer mandatory fields: rather than force specific fields and field names, all fields are now custom and managed for each file type/folder. This includes defining which field is copied to card titles. Note the original data fields have been transitioned to custom fields, but they retain all behavior and data.
- Updated UI: the interface for adding new library cards and editing/assigning files to existing cards, has been updated to reflect the changes above. Because the available fields are configured per document type, most fields will be hidden until a document type is selected.
System
API
- Get company details: new calls to get company profile details, and names and IDs of doc code lists and return status lists.
- Get list of incoming submittals in project: use the “Search Incoming Submittals” call.
- Add/update incoming submittal: use the “Create Incoming Submittal” call to add and the “Edit Incoming Submittal” call to edit.
- Upload file as a binary object: files can now be uploaded as binary objects via JSON queries.
For full details, see our API documentation.
Templates
Output Templates (XLS/CSV/PDF)
- Real Supplier Doc Number variable for cover page: this variable outputs the supplier doc number, and is blank (rather than substituting sub-supplier number) if there is no supplier doc number. Use <Document_Real_Supplier_Doc_Number> . This variable was previously available only for document index and transmittal templates.
General Updates
Navigation
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Simpler company profile navigation: we’ve flattened the navigation in the company area, making it easier to get where you’re going. The items previously under the “Code/Status/State” submenu are now part of the main company profile menu.
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More data visible in header: no more cut off project names.
- “Lock cards” function moved: previously on the dropdown menu from clicking on project name, is now on Card List > Other Actions.
User Interface
- Incoming Documents: New grid style on the Incoming Documents assign page, and new filters layout.
- Dropdown search results highlighted: Type ahead in search highlights matching text in results.
Additional Notes
- Search for companies expanded: can also search by company short name and external reference.
- eSignature in history: eSignature events are now visible on the card history screen.
If you have any questions or feedback regarding our latest release, please reach out to our Support team and we’ll be happy to assist.