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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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The Create Project call can be used to automatically trigger project creation in DocBoss when an order is added to an external system. When a doc control user creates a new project in DocBoss, they typically have information from the Vendor Doc...
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Documentation Access
The link is based on your DocBoss login system: https://system[].docboss.com/documentation/api
i.e. for System1, the link is: https://system.docboss.com/documentation/api
i.e. for System5, the link is: https://sy...
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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 Okta as t...
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If you want to use the DocBoss generated version of the Compilation and/or the TOC for your submission, you must attach it to the applicable Doc Code in the Requirements grid.
Navigate to the Code List
Step 1 Set applicable Doc Co...
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A visual summary of and navigation to projects.
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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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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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Last Updated: 09/16/2024
in Docs Getting StartedFind documentation, release notes, and frequently asked questions.
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IF statements can be used to apply patterns based on if a card falls into a certain requirement. For example, If a card type is manual, display as X, if a card type is auto-generated, display as Y.
An example of when this would be used is ...