New Articles

  1. Multi Factor Authentication (MFA) for Users

    Enable To enable Multi-Factor Authentication (MFA) your security enabled user should navigate to the security settings screen. Note that only the users with security settings will see this interface. Admin > Security Settings. Settings 1. ...
  2. Release - June 2020

    Security New permission required to access security settings. This must be enabled by the DocBoss team, based on direction from the managing user. User Multi-factor Authentication For a full description of user side MFA, see this pa...
  3. Upload Templates into DocBoss

    Before starting, note that templates: Must be in excel format Any cells where the output data is to be defined by DocBoss, must have applicable variable entered You must set your print area (remember to include the last column) ...
  4. Regenerate SDI Reports

    Once the card is linked to the applicable SDI Report ( discussed in this article ) a Re-generate icon will appear in the Tools column of the Card List. This icon will only appear when it's applicable. If the card is in an Outbound Workflo...
  5. Regenerate Compilation

    Instructions for regenerating a compilation, and steps to take if/when the regenerate button is not available.
  6. Submit Incomplete Compilation

    Steps to change the default setting preventing compilation submittal prior to completion.
  7. Options for outgoing (submittal) notification emails

    Defaults The defaults for notifications are available in the general admin area and can be edited on the main settings area of each project. These settings may be defined for each target. These settings can all be edited/overridden on the submi...
  8. Formatting HTML email templates (and signatures)

    Fonts Note that DocBoss uses pixels as the font size in our template dropdowns. The below chart can be used to make a correlation between pixels and points. i.e if the expectation is a 10.5 pt font size, then in docboss int...
  9. Expected cover pages: In from Supplier/internal

    When processing files returned from the customer, DocBoss expects that the page count has NOT changed. All details are explained here . BUT, when processing documents returned from supplier default "expected cover pages" value is always set t...
  10. What are the key terms used in DocBoss?

    Key Terms Code / Status / State > Doc Codes The Doc Code List is a list of codes used by your customer on their project. The data entered in this area is available to use on any project. You may have as many Doc Code Lists as ...