-
Last Updated: 09/16/2024
in Articles Getting StartedFind documentation, release notes, and frequently asked questions.
-
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 ...
-
Last Updated: 08/15/2025
in Articles Getting StartedSort, filter, and change view options in grids.
-
Instructions for adding doc codes to a project, both by importing from the company profile, and adding manually via CSV.
-
Assign returned files to cards and add their return status.
-
Provide these instructions to your IT department to allow use of your company's email addresses as a sender in DocBoss.
-
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...
-
Add doc code lists to companies for use on projects.
-
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 )
...
-
Topics
Overview
Add affiliate companies
Assign project to affiliate
Affiliate user access
Assign licenses per affiliate
Update user access
Customization per affiliate
Project Templates
A...