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Description
DocBoss is a cloud-based platform tailored to meet the documentation needs of suppliers working with engineering companies. It streamlines the entire process, from establishing the initial list of vendor documents to formatting submissions and assembling databooks, relieving users of tasks they would prefer to avoid.
Subscriptions come with various features, such as:
• Automatic population of customer templates, including cover pages, transmittal sheets, and document indexes.
• The ability to create final databooks with just a few clicks.
• Due date tracking, complemented by automated reminder emails to team members.
• Automatic updates to the document list in response to changes in equipment orders.
• Access to a detailed, automated history of all documents and submissions.
• The capability to effortlessly share large files with both customers and suppliers.
• Options to annotate documents and export feedback efficiently.
With these functionalities, DocBoss enhances productivity and simplifies the documentation process for all involved parties.
If you supply engineered equipment on projects governed by formal vendor data requirements, you already know the problem. Every customer has different document codes, numbering formats, cover sheet templates, header and footer requirements, submittal protocols, and databook specifications. Managing all of this across multiple concurrent projects, using spreadsheets and email, consumes skilled project staff time, produces errors, and generates rejections that trigger costly resubmissions. DocBoss was designed from the ground up to eliminate that burden.
Description
Docusoft collaborates with financial professionals to develop software and create innovative solutions. We address issues such as document management, cloud file storage and client data management, workflow processes and data protection. File sharing, document delivery, electronic signatures, and file sharing are just some of the many areas we address. We work together to create the best software solutions possible for accountants, insolvency professionals, financial and business advisors, and other professional service businesses around the world. Every transaction or business communication results in the creation or modification of files and documents. Docusoft CloudFiler is the best cloud document management tool to manage your business communications. Users can search, retrieve, create, automate, and process business documents from any web browser. OCR search features are also available to review documents.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Microsoft 365
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
DocBoss
Founded
2010
Country
Canada
Website
www.docboss.com
Vendor Details
Company Name
DocuSoft
Country
United Kingdom
Website
www.docusoft.net
Product Features
Document Control
Archiving & Retention
Yes
Automated Routing
Yes
Change Management
Yes
Compliance Management
Yes
Electronic Signature
Yes
Escalation Management
No
Periodic Review
Yes
Version Control
Yes
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Data Extraction
Disparate Data Collection
No
Document Extraction
No
Email Address Extraction
No
IP Address Extraction
No
Image Extraction
No
Phone Number Extraction
No
Pricing Extraction
No
Web Data Extraction
No
Digital Signature
Audit Trail
No
Authentication
No
Auto Reminders
No
Customizable Templates
No
Document Analytics
No
Mobile Signature
No
Multi-Party Signing
No
Progress Tracking
No
Task Progress Tracking
No
Document Control
Archiving & Retention
No
Automated Routing
No
Change Management
No
Compliance Management
No
Electronic Signature
No
Escalation Management
No
Periodic Review
No
Version Control
No
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
Yes
Document Conversion
Yes
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
Yes
File Recovery
Yes
File Type Conversion
Yes
Forms Management
Yes
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
Yes
Version Control
Yes
Document Version Control
Access Controls/Permissions
No
Approval Process Control
No
Archiving & Retention
No
Audit Trail
No
Commenting / Notes
No
Document Check-in / Check-out
No
For Engineering Documents
No
Revision History
No
Version Comparison
No
Version Rollback
No
Enterprise Content Management (ECM)
Archiving & Retention
No
Collaboration Tools
No
Content Lifecycle Management
No
Digital Asset Management
No
Document Management
No
Electronic Signature
No
Information Governance
No
Mobile Access
No
Search
No
Version Control
No
Workflow Management
No
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
