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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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The outstanding actions grid is used to display a list of all the current assigned actions:
Actions can be checked in the Action Dashboard screen where all actions across all Projects are included ( Logo Menu > Action Dashboard )
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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 Docum...
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Instructions for adding doc codes to a project, both by importing from the company profile, and adding manually via CSV.
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Last Updated: 09/16/2024
in Articles Getting StartedFind documentation, release notes, and frequently asked questions.
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Assign returned files to cards and add their return status.
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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: 08/15/2025
in Articles Getting StartedSort, filter, and change view options in grids.
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When receiving submittals with many files, users may want to use bulk processing to bring incoming documents into DocBoss. Instead of users individually dragging files into each card, DocBoss can automatically match each file to the appropriate card...
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The customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received documents. The following describes what your customer sees when they access the po...