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Ensure Manual Cards are enabled on your project, see our article to learn how to enable this function: Enable Manual Cards
To bulk load manual cards, use the "Add/Edit Data via CSV" function. This option is available under the "More Ac...
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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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Documents that are available for submission (based on workflow) will automatically move to a queue located on the outgoing submittals screen. The grid in which they appear depends on the workflow target (b y default, it is the customer ).
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Last Updated: 04/17/2025
in Docs Projects Compilations Create
Compilations are a collection of documents combined into a single PDF output. Generally referred to as databooks, manufacturing record books, dossiers, etc., they generally require bookmarks, hyperlinks, tables of contents, sections and more. No...
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Overview of the internal approval feature, including a common workflow example.
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Last Updated: 03/20/2025
in Docs Admin User Management
For customers with affiliates enabled, user access to projects and libraries can be configured per affiliate.
Only admin users have permission to add or edit users.
New users
When adding a new user to the system , if affiliate ...
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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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Overview The Status (Combined) column is a quick way to get lots of information about a card's current status and location. This column displays the following information about each card: Status Location, if not out with/pending to a submit...
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This article includes examples of the table of contents layout with different depth values and structure options.
Example 1
Table of Contents and Bookmarks sections options
Depth of TOC: 3
Depth of TOC numbering: 3
Sta...
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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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