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The Crop and Lock and Screen Ruler tools available with the Microsoft PowerToys collection can be used to more efficiently convert Word files to Excel templates. To use these tools effectively, first you must convert the received template fro...
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RegEx (regular expression) patterns are a standard type of coding used to match text. In DocBoss, we use RegEx to parse card metadata from the file names when using the Create Cards and Match feature. Formatting patterns Common examples ...
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Our API documentation is presented in a format that will be familiar to API programmers. It does not provide context or instruction intended for general users. We recommend getting a professional API programmer to do the work if you are looking ...
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The Create Cards and Match option is available for documents related to Major Tags. This allows users to create cards from information in the file name, skipping the step to add manual cards on the project's Card List. When running bulk match, if...
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When you are ready to make the switch, please coordinate a meeting with our Support team. We will set up the integration using the domain [yourcompany]1.com. During that meeting we will remove the "1" from the domain name on our side (in our set...
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Created On: 11/13/2024
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Single Sign On (SSO) is available for DocBoss. If enabled, users with the company domain will be redirected to their identity provider to sign in to access DocBoss. The instructions below outline how to set up SSO and SCIM with DocBoss when using ...
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Created On: 11/05/2024
in Docs Admin Security Single Sign-On (SSO) SSO is a method of user authentication via an external identity provider. It allows users to log in to multiple services using a single set of credentials (username and password). As a DocBoss user, if SSO is enabled in your ...
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The Project Main screen is where many of the project options are configured. This article explains the various options available on this page. The first time a project is started, this screen defaults to the Quick Start form. Selecting Show A...
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Created On: 09/20/2024
in Docs Admin Security
The Security Settings screen is only available to users who have the Security Permission . To get here: The Security Settings screen is where you can adjust user authorization (1), API authorization (2), and instance eSignature Settin...