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Last Updated: 10/06/2025
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. Admin > Security Settings. 1....
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Mark all or part of a submittal as void (cancelled).
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When DocBoss auto-generates cards (based on your selected LEVEL), it creates ALL possible cards. In some cases, not all cards are applicable for the doc code in question. Assume a customer has requested pressure tests from a seller of instrum...
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Headers/footers can be manually applied to individual cards on the card list. This feature provides the option to apply headers/footers on cards without having to submit them, which is useful for cards that will not be submitted individually but d...
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Last Updated: 10/03/2025
in Release Notes Current Releases
Here's a list of updates found in our September 2025 release. Project Template Updates To simplify the user experience and improve consistency across the DocBoss system, the project template interface has been refreshed to display sections in ...
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The customer portal provides a secure location for your customers to upload (and download) documents directly into your DocBoss projects. Customer web access is provided to contacts associated with the company. Before enabling customer web access...
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Adding contacts to company profiles allows you to create a relationship between a contact and a company. In doing so, these contacts can be defined on projects involving the company ( Project Menu > Set Up > Project Main > Users and Key Contacts) ...
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You can add custom fields to your cards. Here's how to create and manage them. How to create a Card Field The initial set up of the custom Doc Code / Card Field must be done by an Admin User. Once created, they can be enabled or disabled on an...
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The outstanding actions grid is used to display a list of all the current assigned actions: Actions can be checked in the Action Dashboard screen where all actions across all Projects are included ( Logo Menu > Action Dashboard ) O...
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Last Updated: 10/03/2025
in Articles Admin User Management
To view and enable automated email reports, first navigate to your User Profile ( System Menu > Edit your profile ) Scroll down to the Email Notifications area where several reports can be enabled and sent to you by email. Alerts A...