Updated Articles

  1. Compilation Details and Structure Options

    Last Updated: 09/16/2024 in Docs Projects Compilations Regular Options and Layout
    Compilation Info Name: The name of the compilation. Description: Additional information that has to be included about the compilation. File Type: Choose to produce compilation as a single pdf file or a zip with fol...

  2. Add Custom Library Fields

    Last Updated: 09/16/2024 in Docs Library
    Add additional library card fields and select which folder(s) they are available for.

  3. Set Date Format

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Due Dates
    Date formatting can be set in Docboss in three places: On specific projects, under Project > Set Up > Main On Project Templates, under Project Settings > Date Format Under Admin, for the whole system To see the current date settings for...

  4. SSO with Okta

    Last Updated: 09/16/2024 in Docs Admin Security Single Sign-On (SSO)
    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 Okta as...

  5. Copy Card with History

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Cards Edit Cards
    Usually when a copy or sheet is created from a card, the new card is expected to be a different, but related document. It is possible to create a full copy of a card (as a copy or as a sheet), including the active file and all of its history, foll...

  6. How can I upload an older revision of a document?

    Last Updated: 09/16/2024 in FAQ General FAQ
    Sometimes you may need to send a modified document while the current version is still being reviewed by the customer. An Example: You send revision 0. Someone at the customer side steps outside of the normal doc control process (sometimes ...

  7. Create API access credentials (per application)

    Last Updated: 09/16/2024 in Docs Admin Integrations and API
    Navigate to the security settings screen via the Settings menu. Your user account must have the security permission to access the security settings. If you do not see this option, contact your administrator. The API Authorization ...

  8. How can I correct date errors in CSV/Excel import files?

    Last Updated: 09/16/2024 in FAQ General FAQ
    If you are getting date format errors when uploading CSV or Excel files into DocBoss, it is likely caused by Excel's regional settings. Opening a CSV in excel automatically converts any dates using excels expected format. If customers have a requi...

  9. Multi Factor Authentication (MFA) for Users

    Last Updated: 09/16/2024 in Docs Admin Security
    Enable 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. Setti...

  10. Build Import File for Horizontal Layout

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Equipment List Horizontal Equipment List Upload
    This article explains how to format an equipment list file for upload using the horizontal layout feature. Topics Set up import file Add equipment units Define sub-line lettering Working with incomplete equipment lists ...
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