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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 Microsof...
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The file naming format is used to generate the file names on any Outgoing Submittals. Navigate to the Project Menu > Set Up > Project Configuration . From the " Main " tab, expand the "File Naming Pattern" section. Single pattern forma...
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The Prices & Estimates feature is designed to provide a detailed pricing estimate for the documentation fees related to a project. Once the project has been set up with the required information (Doc Codes with Levels and Equipment) and the card...
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Instructions for setting up a package code, and the associated impact on the card list. Guidance around uploading documents and submitting the package are also provided.
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To eliminate malicious file uploads, DocBoss maintains a list of uploadable file types.
If your file is not on this list, you will receive an error on upload. If the file is valid, please contact support. Once we manually validate the file type...
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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 proje...
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There is a distinction in DocBoss between Comments and Markups . Comments are not embedded in the document. They are a generic area to add descriptive text about the file. If specific reference to the document is required, markups are a better t...
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Documents that are available for submission (based on workflow) will automatically move to a queue located on the outgoing submittals screen. The grid in which they appear depends on the workflow target (b y default, it is the customer ).
To s...
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Last Updated: 03/10/2026
in Articles Admin System Setup Customize default settings for all projects.
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The FormatOnChange[cell] is available for document index (SDI report) templates AND cover page templates. This parameter highlights changes in data since the previous submission. Setup This can be used for any variables that have the Form...