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Single Sign On (SSO) is available for DocBoss. If enabled, users with the company domain will be redirected to their identity provider to sign in to access DocBoss. The instructions below outline how to set up SSO and SCIM with DocBoss when using ...
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Instructions for creating an internal approval status list, as well as adding and modifying statuses (both at the admin and project level).
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Last Updated: 09/16/2024
in Docs Projects Project FAQ
When it comes to the sub-suppliers associated to a given card, the Sub-Supplier List determines search and output text. When it comes to defining the sub-supplier list - there are two options. the auto-defined values, and an override.
Auto...
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Definitions
- Due Dates are the dates when the documents are scheduled to be submitted to customer (if card is with customer and there is a date in this field, it is intended for the next submittal).
- Expected dates are the dates when the ...
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When creating a new Project, the initial submission dates (original scheduled dates) are set by default to 10 days after order date indicated in Main.
This can be changed from the Code List using reference date and delivery days columns o...
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Last Updated: 06/24/2025
in Docs Projects Compilations SendInstructions for regenerating a compilation, and steps to take if/when the regenerate button is not available.
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Prompt DocBoss to generate and send expedite reports.
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When users build card lists with levels, such as one card per tag for example, but later realize that one card covers multiple tags, there is no longer a need for the additional cards. Rather than leave the original cards as pending, DocBoss...
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Mark all or part of a submittal as void (cancelled).
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If individual files from a package are returned in the packaged format, they should be attached to the packaged card and unpacked. To begin the process on unpacking, navigate to the incoming documents page ( Project Menu > Cards In/Out > Incom...