-
Once the new company Profile is set up, you will want to add an address. When you add a new project it is mandatory to select an address.
From Companies List, click the specific Company Name (you are adding the address to)
Use Drop down to ...
-
A project is the container object in DocBoss. It defines the information required to manage your documentation. It typically reflects the purchase order detail from your customer. 1. Create new project From Project List (option 1)
Click th...
-
Manage large and/or specialty PDF files.
-
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 and SCIM with DocBoss when using ...
-
The Document Codes are types of documents that clients use as standard in all their projects. They do not represent "each" document.
Some of the most common Document Codes are:
From above example you can use "LST" document code for the Ve...
-
Users can test transmittal templates without needing to complete a submittal.
Before testing, the template will need to be uploaded into DocBoss and then added to a project under the appropriate template type (customer or sub-supplier).
...
-
Prompt DocBoss to generate and send expedite reports.
-
Turn on the Expedite module for a project.
-
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...
-
Last Updated: 09/16/2024
in Docs Admin Email Send AddressChoose the email address DocBoss displays as the sender when making submittals.