-
Created On: 09/20/2024
in Articles 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 (1) authorization (for users and/or submittal recipients ), (2) API authorizat...
-
Created On: 09/19/2024
in Articles Admin User Management Grant an admin user permission to access and edit system security settings.
-
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...
-
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...
-
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...
-
Mark all or part of a submittal as void (cancelled).
-
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"...
-
Created On: 07/22/2024
in Articles Getting Started Find documentation, release notes, and frequently asked questions.
-
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...
-
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...