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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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Last Updated: 09/20/2024
in Articles AdminAllow DocBoss Support to access your instance for troubleshooting and help with questions.
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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: 09/17/2024
in Articles ProjectsSummary of steps to set up a new project.
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Examples to demonstrate the impact of available TOC organization options.
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Last Updated: 04/17/2025
in Articles 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...
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Last Updated: 07/04/2025
in Articles Admin User ManagementOverview of user role types and their associated permissions.
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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...
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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...
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The sub-supplier portal provides a secure location for your vendors to upload (and download) documents directly into your DocBoss projects. To allow sub-suppliers to view the portal, the sub-supplier will need to be: 1. Added to your system
2....