ProDocBoss

ProDocBoss - Document Management Software Solutions for lawyers, real estate, service contract companies and anyone needing document sharing and management solutions. This software allows easy access to and management of all your client’s documents across your organization. It is a muti-user platform and muti-company software solution to manage documents of the most popular office applications like Word, Excel, WordPerfect, Publisher, and others, with an easy-to-use standalone Windows based desktop application.

You can try it out for 7 days with no obligation, you can then purchase a "license to use" subscription on a monthly or annual bases. We also offer updates at no charge. See Support

Compatibility

• Microsoft Windows Servers, Windows 11,10
• Microsoft .NET 4.7 or later
• SQL Server 2017 Express or later.

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Product Details

• Defaults - Setup multiple companies and manage system defaults for each company.
• User Access - Manage users, passwords and Email for each user (Set as Admin or Not).
• Agents – Setup agents that can then be assigned to each user. (Clients are assigned to Agents).
• Clients – Setup clients for each company. (Clients are seperated by company)
• DocBoss – Manage documents for each client.

Features

• Single User or Muti-User Platform.
• Single Company or Muti-Company.
• Add as many New Documents as required for each Clent Account. (All Users)
• Open Documents with associated applications for review or modifications. (All Users)
• eMail Documents as attachments from within ProDocBoss or Send to Outlook Draft box.
• Remove documents to then re-assign (replace documents). (All Users)
• Edit document title and description. (All Users)
• Client Access (All Admin Users, Non-Admin Users are Limited to Assigned Agent).
• Adding Clients (All Users).
• Deleting Clients (Admin Users).
• Track last document updates and last User ID.
• Document Open Access Protection – (only for high end applications).
• Agents can only access their clients unless User Account is set as Admin.
• Admin Users have Total Access of All Features and Menu Options, Non-Admin Users have limited Access.
• Customize the Default DocBoss Managed Document Folder Location, (drive and folder path) (Per Company Default) (Admin).
• Manage the Applications executable file names as needed (Per Company Default) (Admin).
• Manage up to 12 custom eMail Body forms.
• Other than popular document applications, set up to 5 custom apps.

Client File Maintenance screenshot.

DocBoss screenshot

I encourage you to review the video to get the whole picture of what this software will do and why you may want to try it.

   Click here to view demo...