New Articles

  1. Project Main

    Created On: 10/17/2024 in Docs Projects Set Up and Manage Create Project
    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...

  2. Security Settings

    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...

  3. Enable Security Permission for a User

    Created On: 09/19/2024 in Docs Admin User Management
    Grant an admin user permission to access and edit system security settings.

  4. Copy Card with History

    Created On: 09/11/2024 in Docs Projects Set Up and Manage Cards Edit Cards
    Usually when a copy or sheet is created from a card, the new card is expected to be a different, but related document. It is possible to create a full copy of a card (as a copy or as a sheet), including the active file and all of its history, foll...

  5. Status (Combined) Column Explanation

    Created On: 09/03/2024 in Docs Projects Set Up and Manage Cards Card List
    Overview The  Status (Combined) column is a quick way to get lots of information about a card's current status and location. This column displays the following information about each card: Status Location, if not out with/pending to a submit...

  6. Release Notes - September 2024

    Created On: 08/27/2024 in Release Notes Current Releases
    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...

  7. Okta (SSO and User Provisioning)

    Created On: 08/15/2024 in Docs Admin Security Single Sign-On (SSO) and User Provisioning
    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...

  8. Void Submittal

    Created On: 08/01/2024 in Docs Projects Workflow Outgoing Submittals
    Mark all or part of a submittal as void (cancelled).

  9. Card to Unit Changes Causes

    Created On: 07/30/2024 in Docs Projects Set Up and Manage Cards Card to Unit Changes
    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"...

  10. DocBoss Support Site Navigation (New)

    Created On: 07/22/2024 in Docs Getting Started
    Find documentation, release notes, and frequently asked questions.
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