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Last Updated: 04/24/2026
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 ...
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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...
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Mark a project as confidential in order to allocate permissions to the project individually.
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Add doc code lists to companies for use on projects.
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On the " Main" tab of the Project Configuration page, you can choose which template you want to use for your project, for both Customer and Sub-Supplier submittals. To begin, expand the "Cover Pages and Stamps" section. You can also choose he...
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DocBoss supports viewing and adding document markup. Annotations can be viewed on the the assign screen, and can be added in the assign pop up and/or from the outstanding actions interface. You can add markups to files when you upload them to DocBo...
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Instructions for regenerating a compilation, and steps to take if/when the regenerate button is not available.
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Instructions for updating the default EQ number (for all doc codes), as well as modifying the EQ number for individual doc codes.
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Customize expediting reports and select expediting recipients.
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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...