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Here's a list of updates found in our September 2024 release! Updated Support Site We've remodeled our support site (where you're reading this article). All the same articles are here, but we've improved navigation and function of the site for...
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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 Okta as t...
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Mark all or part of a submittal as void (cancelled).
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DocBoss shows cards on the Card to Unit Changes screen when a user changes or adds a new equipment value for those cards, AND the cards: have a file (active, or in their history), and have a doc code with any doc code type except "SDI Report"...
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Created On: 07/22/2024
in Docs Getting Started Find documentation, release notes, and frequently asked questions.
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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 ...