Popular Articles

  1. Add/Edit Routing Scenario

    This article explains how to add or edit routing scenarios. For an overview of routing scenario functions, see this article first. Topics Add routing scenarios Edit routing scenarios Add/edit routing scenarios for all new pro...
  2. Include Sub-Units as Additional Columns in Unit Upload (Horizontal Layout)

    Overview DocBoss now allows a horizontal layout in the files used for equipment list uploads. This feature can save time for users working with units that have multiple components that need to be tracked. Typically, to include sub-units in a...
  3. Create a New Email Template

    To Get Here: Settings>Template Mgmt: Output Templates > Scroll down to Email Templates Template Type/Target DocBoss email templates are specific to a given target. Please select the target for your email. Variables Ge...
  4. Upload documents

    Create a new incoming submittal and add documents to it.
  5. Release Notes - May 2024

    Our May 2024 release is packed with new features including lots of user-friendly changes to the interface, additional flexibility with stage lists, a learning mode, and Single Sign On. Grid Updates Filtering The ability to filter dat...
  6. Ping (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 and SCIM with DocBoss when using ...
  7. Customer Portal (Customer View)

    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 ...
  8. Header and Footer Format

    To add and edit headers and footers to your documents, navigate to the Main Setup page of your project where available fields are shown in the Formats group > Document Header/Footer Settings. Font - Default is set to size 8 but can b...
  9. Using a Compilation Cover Page instead of Submittal Cover Page (for Packages and Compilations)

    Users have the option to apply a Compilation Cover Page to compilations and packages. This is in addition to Submittal Cover Page. The compilation cover page is generally a title page for the compilation. BUT - you can use exactly the same variabl...
  10. Template Troubleshooting, Tips and Tricks

    General recommendations Although most of the basic Excel features are supported in templates for Docboss documents, not every feature can be used. There are also some differences when building templates that would be output as PDF (usually v...