Bring Files into DocBoss
- Processing Returned Files from Customer
- Bulk Processing for Incoming Documents
- Upload Zip File without Unpacking
- Comment sheets inside uploaded PDF files
- Matching Tag Numbers in Bulk Process
- Exceptional File Handling (skip processing)
Send Files out of DocBoss
- How to re-submit documents that have been previously completed (approved)
- Re-Send and Forward Transmittals
- Log for Sent Emails
- Send a Separate Submittal per File (Batching)
- Options for outgoing (submittal) notification emails
- Sending documents (outgoing submittals)
Actions and Routing
- Bulk Complete Actions (Routings)
- Outstanding Actions
- Assign an Action
- Complete an outstanding action
- Remove an Action
- Bulk Assign and its impact on default routing