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Last Updated: 09/20/2024
in Docs AdminAllow DocBoss Support to access your instance for troubleshooting and help with questions.
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Last Updated: 09/16/2024
in Docs Getting StartedLog in, review navigation and menus, and learn about next steps for each user role.
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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...
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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...
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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 ...
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Last Updated: 09/17/2024
in Docs ProjectsSummary of steps to set up a new project.
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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...
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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...
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Last Updated: 12/02/2024
in Release Notes Current Releases
Here's a list of updates found in our December 2024 release! Highlights include a quick way to create manual cards for unmatched files , updates to the Library , and more streamlined navigation . Projects (Individual) Incoming and Outgoing D...
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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 y...