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The customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received documents. The following describes what your customer sees when they access the po...
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Last Updated: 05/01/2026
in FAQ General FAQ
If the sub-supplier cannot view the project in the portal, confirm the following: Is the project marked hidden OR complete? If the project is hidden on considered completed, the portal will not appear in the supplier's project list. To con...
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The sub-supplier portal provides a secure location for your vendors to upload (and download) documents directly into your DocBoss projects. To allow sub-suppliers to view the portal, the sub-supplier will need to be:
1. Added to your system
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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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Ensure Manual Cards are enabled on your project, see our article to learn how to enable this function: Enable Manual Cards
To bulk add manual cards, use the "Add/Edit Data via CSV" function. This option is available under the "More Actions...
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Last Updated: 04/30/2026
in FAQ General FAQ
Auto-generated cards have their tagged equipment (and major tag(s), if applicable) automatically applied based on the level that is set on the doc code. Example: Doc code level is set to "Item/Model." As such, each card will include the tagged...
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When a document it is returned by the customer with a status that have "stage complete" and this is the last or only stage, the cards it is marked as complete: Once a card it is marked as complete, there is no further workflow expected. If ...
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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.