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  1. DocBoss
  2. Send and Receive Documents

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 outgoing (submittal) notification emails
  • Sending documents (outgoing submittals)
  • Distribution Lists
  • Selecting Email Template
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Stamps and Markup

  • Apply Stamps
  • Markups on documents
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