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Last Updated: 09/20/2024
in Docs Admin User ManagementGrant an admin user permission to access and edit system security settings.
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Last Updated: 09/16/2024
in FAQ General FAQ
Sometimes internal approval will not be suitable for a project's needs, but a similar workflow with a structured internal review of documents is required. This article explains how to set up an internal routing stage using a combination of the...
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Last Updated: 09/16/2024
in Docs Getting StartedEnable/disable the icons in DocBoss that open links to relevant support articles.
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Last Updated: 09/19/2024
in Docs Admin User ManagementBulk add or edit users via Excel.
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Last Updated: 09/16/2024
in Docs Getting StartedSort, filter, and change view options in grids.
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In order to enable web access, the contact must be added to DocBoss. For information on adding a contact, see our article here .
Allow Web Access: Enable this field to allow the access to the Customer Web Access/Portal
Login (for t...
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Prompt DocBoss to generate and send expedite reports.
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There are many configurations on the Code List (Requirements) grid that will affect the setup and management of cards on your project. Below is a general description of the columns available in this grid.
Doc Code
This is the DocCode t...
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Last Updated: 09/16/2024
in Docs Projects Workflow Stages
In DocBoss the stage name adder is the text that a customer wants to be included on the cover sheet, Specifically if the next revision of a document that they returned as Approved with comments or Rejected.
For example they may ask you to in...
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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 Edit Data via CSV file function. This button is located below your Card List ...