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Last Updated: 09/16/2024
in Docs 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.
Navigate to Equipment List
Project Hub > Equipment: Equipment List
Select Tagged Eq...
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Before starting, note that templates:
Must be in excel format
Any cells where the output data is to be defined by DocBoss, must have applicable variable entered
You must set your print area (remember to include the last column)
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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.
Add accounts for the sub-supplier
Navigate to the settings / sub-supplier area.
Add a ne...
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Assign returned files to cards and add their return status.
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Last Updated: 09/16/2024
in Videos
The following list contains the videos created to support our helpdesk articles with detailed examples and instructions that will help our users complete their project set up and document control.
You can access to DocBoss channel on Vimeo by ...
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Add customer approval status lists (or internal lists to track customer approval statuses).
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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 with DocBoss when using Microsoft ...
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Once an action has been applied to a card, it remains in the Outstanding Actions grid until the action has been marked complete or removed .
You can view all Outstanding Actions (for all projects in your instance) OR you can view Outsta...
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Query and export card data across multiple projects.