-
Provide these instructions to your IT department to allow use of your company's email addresses as a sender in DocBoss.
-
Last Updated: 10/29/2025 in Articles Admin Security
Enable for System To enable Multi-Factor Authentication (MFA) your security enabled user should navigate to the security settings screen. Note that only the users with security settings will see this interface. Navigate to System Menu > Admi...
-
Last Updated: 04/21/2026 in Articles Projects Workflow Stages
Custom revision values can be set for each stage on any given stage list to suit your company's process and/or your customer's requirements. This custom value will define the first revision number, with subsequent revision numbers being set manual...
-
Last Updated: 09/16/2024 in Articles Admin Customization
If a user uploads an equipment list that includes placeholder values in the Tag field (NA, N/A, etc.), they can add these values under Admin > Other Lists > Ignored Values to hide the placeholder values from document tag lists.
As ...
-
Choose the email address DocBoss displays as the sender when making submittals.
-
Last Updated: 05/05/2026 in Articles Admin System Setup
Customize default settings for all projects.
-
Last Updated: 09/18/2024 in Articles Projects Project FAQ
Default Grid Row Colors
There are two default grid colors that will appear in the Card List in the following situations:
Red - If expected return of card is after due date.
The system compares the Due date and Expected Date columns a...