Document Management Filing System - Addon Feature To ProServe 2012.
This feature is included in ProServe 2012 Update v2.0.20 or later. It basically allows users to manage many types of documents such as MS Word, Excel, Word Perfect and many others from within ProServe 2012.
DocBoss is located on the CFM Service Account Tab Profile screen. It is also located on the Main Menu under the File pull down.
The DocBoss outside CFM will run as a multi-session unlike the option started from within CFM which will lock until session is closed.
DocBoss Screen
Training Video:
Click here to start DocBoss Introduction YouTube Video.
Users can add and modify as many documents as needed for each Service Account, DocBoss copies the documents into special folders leaving the originals as is, it works best to create templates and select them and then make modifications from within DocBoss.
The idea is to easily manage all your documents for each Service Account across your network for all users working within ProServe 2012. (everyone has access to the same documents)
As you can see the selection of Applications is not exhaustive; I’m sure many more will be added as needed within future updates.
Key Features
- Add as many New Documents as required for each Service Account.
- Open Documents with associated applications for review or modifications.
- Remove documents to then re-assign (replace documents).
- Edit document title and description.
- Re-Assign or Rename the Contract / Case Number at any time from within CFM.
- Track last document updates and last User ID.
- Document Open Access Protection – (only for high end applications).
- Customize the Default DocBoss Managed Document Folder Location, (drive and folder path) (Global Default).
- Manage the Applications executable file names as needed (Global Default).
Training Video:
Click here to start DocBoss Introduction YouTube Video.