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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
Learn how top financial services and wealth management companies are using FutureVault in order to meet compliance, gain back-office and admin efficiencies, deliver greater value to clients, and ultimately save time and money. You can streamline and digitize document-related workflows, reduce security risks and compliance risks, and build trust with clients and their families. You will be able to improve compliance and administrative efficiencies, as well as providing your advisors, front office teams, and lines business with a value-add offering to scale workflow.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Active Directory
No
Docusign
No
Salesforce
No
Yodlee
No
Zapier
No
Integrations
Active Directory
Yes
Docusign
Yes
Salesforce
Yes
Yodlee
Yes
Zapier
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
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
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
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
FutureVault
Country
Canada
Website
www.futurevault.com
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
Digital Asset Management
Asset Categorization
No
Asset Library
No
Asset Sharing
No
Brand Control
No
Customizable Branding
No
File Conversion
No
Metadata Management
No
Mobile App
No
Reporting/Analytics
No
Search Within Document
No
Search/Filter
No
Version Control
No
Watermarking
No
Workflow Management
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 Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
Yes
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
No
File Recovery
Yes
File Type Conversion
No
Forms Management
Yes
Full Text Search
Yes
Offline Access
No
Optical Character Recognition
Yes
Print Management
Yes
Version Control
No
