Popular Articles

  1. Getting Started (for New Users)

    Last Updated: 09/16/2024 in Docs Getting Started
    Log in, review navigation and menus, and learn about next steps for each user role.

  2. Enable Support Access

    Last Updated: 09/20/2024 in Docs Admin
    Allow DocBoss Support to access your instance for troubleshooting and help with questions.

  3. 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...

  4. 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 ...

  5. Project Setup: Quick List of Steps

    Last Updated: 09/17/2024 in Docs Projects
    Summary of steps to set up a new project.

  6. 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...

  7. 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...

  8. Sub-Supplier Portal (supplier view)

    Last Updated: 09/16/2024 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 y...

  9. Document Auto-Numbering Format

    Last Updated: 10/23/2024 in Docs Projects Set Up and Manage Numbering Formats and Output Settings
    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...

  10. Add Custom Doc Code/Card Fields

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Custom Fields
    You can add custom fields to your cards. Here's how to create and manage them. How to create a Card Field The initial set up of the custom Doc Code / Card Field must be done by an Admin User. Once created, they can be enabled or disabled o...
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