Popular Articles | DocBoss Support Site

Getting Started (for New Users)

Last Updated: 05/08/2025 in Docs Getting Started

Log in, review navigation and menus, and learn about next steps for each user role.
Enable Support Access

Last Updated: 09/20/2024 in Docs Admin

Allow DocBoss Support to access your instance for troubleshooting and help with questions.
Single Sign-On (SSO) and User Provisioning

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 ...
Project Setup: Quick List of Steps

Last Updated: 09/17/2024 in Docs Projects

Summary of steps to set up a new project.
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...
User Roles

Last Updated: 06/05/2025 in Docs Admin User Management

Overview of user role types and their associated permissions.
Introduction to Stages & Stage Lists

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...
Add Equipment

Last Updated: 06/17/2025 in Docs Projects Set Up and Manage Equipment List Manage Equipment

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...
Sub-Supplier Portal (Supplier View)

Last Updated: 04/24/2025 in Docs Companies and Contacts Vendor/Customer Portal

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...
Edit Cards via CSV file

Last Updated: 11/18/2024 in Docs Projects Set Up and Manage Cards Edit Cards

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...