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Created On: 07/19/2024
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Created On: 07/10/2024
in FAQ General FAQ
Sometimes internal approval will not be suitable for a project's needs, but a similar workflow with a structured internal review of documents is required. This article explains how to set up an internal routing stage using a combination of the...
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Created On: 07/05/2024
in FAQ Resources
Use the list below to track which DocBoss features you want to learn more about, and click on the links to be redirected to the relevant articles. If you request advanced training from us, we can customize our course offerings based on your chosen...
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Created On: 06/26/2024
in Docs Getting Started Enable/disable the icons in DocBoss that open links to relevant support articles.
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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 with DocBoss when using Microsoft ...
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Our May 2024 release is packed with new features including lots of user-friendly changes to the interface, additional flexibility with stage lists, a learning mode, and Single Sign On.
Grid Updates
Filtering
The ability to filter dat...
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For companies with large collections of material test reports (MTRs) stored in the library, the easiest way to automatically attach these to a project's cards is through a query with pattern search.
Setup
Before following these steps, the fo...
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Material Test Reports (MTRs) can be stored in the DocBoss library for use on individual projects.
The benefits of this include:
Separate workflow for users managing MTRs and users managing projects
Central repository and master source ...
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Created On: 03/26/2024
in Docs Library Add additional library card fields and select which folder(s) they are available for.
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Created On: 03/08/2024
in Docs Projects Project FAQ
Save file as CSV (Comma delimited)
To get proper format of CSV file for further uploading to Docboss - please save your file using Save As ->CSV (Comma delimited) option.
Multiple values cell
If CSV file contains cells where multiple...