Updated Functionality Working with Cards

We regularly update DocBoss functionality and add new features and benefits several times each year. You can view all our recent product releases on our Release Notes page.

Here are some recent updates that you can take advantage of regarding the use of Cards inside DocBoss.

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.