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Last Updated: 07/02/2025
in Articles Getting StartedLog in, review navigation and menus, and learn about next steps for each user role.
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Headers and footers can be added to documents to provide information consistently on every page. In addition to automatically generated page numbering, this feature can be used to display document-specific information (e.g., card name, doc no., equi...
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Last Updated: 11/13/2024
in Articles 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: 11/05/2025
in Articles ProjectsSummary of steps to set up a new project.
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Documentation Access To access the API documentation page, navigate to System Menu > Admin > Security Settings. Under the "API Authorization" section, click the "Documentation Page" link. Layout Queries are listed on the left, with data...
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Last Updated: 10/02/2025
in Articles AdminAllow DocBoss Support to access your instance for troubleshooting and help with questions.
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Last Updated: 04/07/2025
in Articles Projects Project FAQInstructions for how to remove special characters from CSV exports (e.g., card list, equipment list, etc.).
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Examples to demonstrate the impact of available TOC organization options.
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Sometimes users may receive a "File is empty" error message when trying to upload a file to DocBoss.
Common issues and resolutions are listed below:
The file does not contain any information (size is 0 kb)
Ensure that the correct file is ...
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Learn how suppliers access DocBoss portal to upload documents, review submittals, and track project status with this comprehensive guide.