
Document Management Filing System - Addon Feature To ProServe 2012.
This feature is available in ProServe 2012 Update v2.0.20 and subsequent versions. It enables users to manage various types of documents, including MS Word, Excel, WordPerfect, and several others, directly within ProServe 2012.

DocBoss can be accessed from the CFM Service Account Tab Profile screen. It is also available in the Main Menu under the File pull-down option. When DocBoss is run outside of CFM, it operates as a multi-session application. In contrast, when initiated within CFM, it remains locked until the 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 these documents into special folders, keeping the originals intact. It's best to create templates, select them, and then make modifications within DocBoss. This allows easy management of all documents for each Service Account across your network, ensuring all ProServe 2012 users have access to the same documents.

The selection of applications is currently not exhaustive, and additional applications may be included in future updates as needed.
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.