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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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Last Updated: 09/17/2024
in Docs ProjectsSummary of steps to set up a new project.
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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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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: 09/16/2024
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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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Last Updated: 09/16/2024
in Docs Projects Workflow Stages
Documents submitted to EPCs often must go through multiple issue purposes. While some documents may only be submitted as For Information or For Approval, engineered drawings can go through multi-step submittal processes. A common workflow fo...
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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...