-
Last Updated: 07/02/2025
in Docs Getting StartedLog in, review navigation and menus, and learn about next steps for each user role.
-
Last Updated: 09/20/2024
in Docs AdminAllow DocBoss Support to access your instance for troubleshooting and help with questions.
-
Last Updated: 11/13/2024
in Docs Admin Security Single Sign-On (SSO) SSO is a method of user authentication via an external identity provider. It allows users to log in to multiple services using a single set of credentials (username and password). As a DocBoss user, if SSO is enabled in your ...
-
Last Updated: 09/17/2024
in Docs ProjectsSummary of steps to set up a new project.
-
Last Updated: 04/17/2025
in Docs Projects Workflow Stages
Stage lists provide a way to set different workflows for different types of documents. Whether a single or multi-step submittal process is required, stage lists allow you to move through these stages in DocBoss.
By default, DocBoss pop...
-
Last Updated: 07/04/2025
in Docs Admin User ManagementOverview of user role types and their associated permissions.
-
Examples to demonstrate the impact of available TOC organization options.
-
Navigate to the Equipment List Equipment (with related tags) must be entered into DocBoss to enable card creation.
To begin entering equipment, navigate to Project Menu > Equipment > Equipment List. Select Tagged Equipmen...
-
DocBoss allows users to make changes to existing data in the Card List using a CSV (excel) file. When you download the file for the first time the data can be a bit overwhelming - Don't let that scare you! Once 'Add/Edit Data via CSV' is cli...
-
The following describes what your suppliers see when they access the portal. Note the URL you use to login - your suppliers will go to that same URL (i.e. could be system,2,3,4.docboss.com). They will enter their email address and password as you d...