Popular Articles

  1. Microsoft Entra ID (SSO and User Provisioning)

    Last Updated: 11/15/2024 in Articles Admin Security Single Sign-On (SSO) and User Provisioning
    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 ...

  2. Add an SDI Report to your project

    Last Updated: 11/05/2025 in Articles Projects SDI Reports
    An SDI Report is a listing that details the full scope of documentation for a specific project. It could also be referred to as a Document Register, or Document Index. Some customers have this as part of their documentation requirements. They m...

  3. Exceptional File Handling (Skip Processing)

    Last Updated: 03/13/2025 in Articles Projects Workflow Incoming Documents Advanced
    Manage large and/or specialty PDF files.

  4. Card State

    Last Updated: 01/23/2026 in Articles Projects Set Up and Manage Cards Edit Cards
    DocBoss maintains a state for every locked card. Cards become locked if ANY of the following actions have been performed: The card has been submitted to the customer (tracked separately also) A system generated INDEX has been submitted...

  5. Using Regular Expressions

    Last Updated: 06/10/2025 in Articles Projects Workflow Incoming Documents Bulk Process
    RegEx (regular expression) patterns are a standard type of coding used to match text. In DocBoss, you can use RegEx to parse card metadata from the file names when using the Bulk Processing and  Create Cards and Match  features. Formatting p...

  6. Markups on documents

    Last Updated: 07/02/2025 in Articles Projects Workflow Comments, Markup, and Stamps
    DocBoss supports viewing and adding document markup. Annotations can be viewed on the the assign screen, and can be added in the assign pop up and/or from the outstanding actions interface. You can add markups to files when you upload them to Doc...

  7. Set Date Format

    Last Updated: 10/01/2025 in Articles Projects Set Up and Manage Due Dates
    Date formatting can be set in Docboss in three places: Under Admin, for the whole system (System Menu > Admin > General) On Project Config. Templates (System Menu > Admin > Customization > Project Config. Templates) On individual projects...

  8. User Permissions

    Last Updated: 12/15/2025 in Articles Admin User Management
    Permissions are managed from the Manage Users screen. Note that there is a View Permissions screen from the instance menu, but it is READ ONLY and is available to all user types. To edit user permissions, navigate to System Menu > Users >...

  9. Project Configuration Templates

    Last Updated: 10/02/2025 in Articles Projects Set Up and Manage Project Template
    Project configuration templates enable you to pre-define and reuse settings for projects, making project setup quick and easy. Create a new template To create a new project configuration template, navigate to System Menu > Admin > Project Confi...

  10. Multi-Project Card Report

    Last Updated: 07/04/2025 in Articles Multi-Project Screens Reporting
    Query and export card data across multiple projects.
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