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Managing Packages Within DocBoss

Managing Packages Within DocBoss

Here’s an example of functionality that we added to DocBoss for all customers to utilize. Below we’ll describe the management of packages within DocBoss an in particular when you resubmit it to customers.

Add a revision index to packages

It is often useful to identify which cards have changed when resubmitting a package to your customer. With a revision index page, DocBoss will check each card included in the package. If the card has changed (identified by a change to its revision number), DocBoss will mark it in a grid. Click here for more information.


Check for active files before auto-changing stage

By default, when creating a package for any given code, DocBoss sets the stage list for the original “Each” codes to “Hide from Customer”. DocBoss now checks the status of any existing cards, and if any cards have been submitted out of the system, the user may choose to keep the original stage on the code.