New Articles

  1. Test Your Knowledge (DocBoss Topics List)

    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...

  2. Learning Mode

    Created On: 06/26/2024 in Articles Getting Started
    Enable/disable the icons in DocBoss that open links to relevant support articles.

  3. Microsoft Entra ID (SSO and User Provisioning)

    Created On: 06/21/2024 in Articles 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 Microsoft ...

  4. System Default Stage Lists

    Created On: 04/22/2024 in Articles Projects Workflow Stages
    By default, there are three system generated stage lists that are available in DocBoss: No Individual Submission IFI (No Return) IFA No Individual Submission Use this stage list for cards that do not need to be submitted to your cus...

  5. Advanced Library Queries (Pattern Search) for MTRs

    Created On: 03/26/2024 in Articles Library Material Test Report (MTR) Management
    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...

  6. Store Material Test Reports (MTRs) in the Library

    Created On: 03/26/2024 in Articles Library Material Test Report (MTR) Management
    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 ...

  7. Add Custom Library Fields

    Created On: 03/26/2024 in Articles Library
    Instructions for adding additional library card fields and selecting which document type(s) they are available for.

  8. Edit Data via CSV When Using Values Containing Commas or Quotes

    Created On: 03/08/2024 in Articles 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...

  9. Use Pre-Established Table of Contents Template

    Created On: 02/29/2024 in Articles Projects Compilations Options and Layout Table of Contents
    Instructions for setting up and using a provided .xlsx TOC template.

  10. Compilation Sub-Packages

    Created On: 02/28/2024 in Articles Projects Compilations Options and Layout Sorting and Grouping
    Instructions for grouping the compilation contents by a value from the equipment list (e.g., Item/Model, Tag No., etc.).
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