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What is DocBoss?

DocBoss is a cloud-based solution specifically designed to address the documentation requirements of suppliers collaborating with engineering firms. It simplifies the entire workflow, beginning with the creation of a comprehensive list of vendor documents and extending to the formatting of submissions and the compilation of databooks, freeing users from tedious tasks they would rather not engage in. 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. The subscription options offer a variety of features, including: • The automatic filling of client templates, which encompasses cover pages, transmittal sheets, and document indexes. • The capability to generate final databooks in just a few clicks. • Due date management, along with automated reminder notifications for team members. • Automatic adjustments to the document list in response to modifications in equipment orders. • Access to a thorough, automated log of all documents and submissions. • The ability to easily share sizable files with both clients and suppliers. • Tools for annotating documents and exporting feedback in an efficient manner. Through these capabilities, DocBoss significantly boosts productivity and streamlines the documentation process for everyone involved, ultimately leading to a smoother collaboration experience. This platform not only saves time but also enhances the overall efficiency of managing project documentation.

What is CB D365 SharePoint Permission Replicator?

The CB Dynamics 365 SharePoint Permissions Replicator effectively bridges the security divide by ensuring that permissions between Dynamics 365 and SharePoint are automatically synchronized, thereby safeguarding your documents. It stands out as the only solution on the market capable of performing this crucial task. With complete automation, it guarantees the safety and integrity of all Dynamics 365 / CRM documents, eliminating the dangers of data loss, reputational damage, or breaches of GDPR compliance. Our innovative solution mirrors the permissions framework of D365, making certain that SharePoint folders are aligned with your CRM's security model. Designed to enhance functionality, the CB Replicator continuously tracks permission changes for D365 data items and seamlessly synchronizes these updates with the corresponding SharePoint items in real-time. Additionally, it integrates smoothly with the SharePoint Structure Creator and the CB D365 Seamless Attachment Extractor, creating a robust ecosystem for document management. By leveraging this solution, organizations can maintain a secure and efficient workflow.

Media

Media

Integrations Supported

Integrations Supported

Connect Bridge
Dynamo Software

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$4 User /Month
Solution available as SaaS, On-Prem or in Microsoft Azure
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

DocBoss

Date Founded

2010

Company Location

Canada

Company Website

www.docboss.com

Company Facts

Organization Name

Connecting Software

Date Founded

2007

Company Location

Austria

Company Website

www.connecting-software.com/dynamics-crm-sharepoint-permissions-replicator/

Categories and Features

Document Control

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Periodic Review
Version Control

Categories and Features

Compliance

Not specified

Document Control

Not specified

Document Management

Access Controls
Collaboration Tools
Compliance Tracking

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