Send and Receive Documents

eSignatures

• Signing files with eSignature (User action)
• Apply eSignatures to Outgoing Submittal
• Set eSignature requirements per Doc Code (or Card)
• Generate (or upload) eSignature Certificates

Bring files into DocBoss

• Upload Zip File without Unpacking
• Comment sheets inside uploaded PDF files
• Exceptional File Handling (skip processing)
• Assigning Multiple files to a card
• Sub-Supplier Portal (supplier view)
• Acceptable Native File Types

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Send files out of DocBoss

• Re-Send and Forward Transmittals
• Send a Separate Submittal per File (Batching)
• Options for sending files in notification email
• Sending documents (outgoing submittals)
• Distribution Lists
• Selecting Email Template

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Stamps and Markup

• Apply Stamps
• Markups on documents