Popular Articles

  1. Enable Support Access

    Last Updated: 09/20/2024 in Docs Admin
    Allow DocBoss Support to access your instance for troubleshooting and help with questions.

  2. Release Notes - September 2024

    Last Updated: 09/24/2024 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...

  3. Getting Started (for New Users)

    Last Updated: 09/16/2024 in Docs Getting Started
    Log in, review navigation and menus, and learn about next steps for each user role.

  4. Document Auto-Numbering Format

    Last Updated: 10/23/2024 in Docs Projects Set Up and Manage Numbering Formats and Output Settings
    To get here: The Document Auto-Numbering Format allows you to automatically assign document numbers (and/or your own internal) by using variable configurations described below. Customer ***Remember to comply with naming formats o...

  5. Project Setup: Quick List of Steps

    Last Updated: 09/17/2024 in Docs Projects
    Summary of steps to set up a new project.

  6. Filtering the Card List

    Last Updated: 09/18/2024 in Docs Projects Set Up and Manage Cards Card List
    The walkthrough shown below uses the Card List to illustrate filtering options. Filtering on the Multi-Project Card Report screen uses the same layout. There are different areas of the screen for different types of filters. The sections are c...

  7. Project Main

    Last Updated: 10/23/2024 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...

  8. Okta (SSO and User Provisioning)

    Last Updated: 11/15/2024 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...

  9. Stages & Stage Lists

    Last Updated: 09/16/2024 in Docs Projects Workflow Stages
    Documents submitted to EPCs often must go through multiple issue purposes. While some documents may only be submitted as For Information or For Approval, engineered drawings can go through multi-step submittal processes. A common workflow fo...

  10. Sending email from a custom domain

    Last Updated: 09/16/2024 in Docs Admin Email Send Address
    Provide these instructions to your IT department to allow use of your company's email addresses as a sender in DocBoss.
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