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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 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: 04/25/2025
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. Settings 1. ...
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Last Updated: 04/24/2025
in Docs Projects Project FAQ
When working with sub-suppliers, there are several options that can be enabled for DocBoss to help identify which documents belong to each sub-supplier and to make submittals and expediting easier. Sub-Supplier List When using auto-generat...
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The following describes what your suppliers see when they access the portal. Note the URL you use to login - your suppliers will go to that same URL (i.e. could be system,2,3,4.docboss.com). They will enter their email address and password as you d...
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Last Updated: 04/21/2025
in Docs Projects Workflow Stages
After creating a stage list, stages can be added to suit your company's process. If you are looking to modify stages on a stage list mid-project, see our support article: Update/Change Stage List Mid-Project . To add a stage to a new stage lis...
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Last Updated: 04/17/2025
in Docs Projects Workflow Stages
To provide an overview of the stage list workflow, a common scenario is outlined below. A common scenario is as follows:
1. A document is issued for customer approval (IFA) - Document return expected 2. Once approved by the custome...
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Last Updated: 04/17/2025
in Docs Projects Workflow Stages
If your customer updates their requirements mid-way through an active project, is is possible to update stage lists to align with the updated requirements. Changing Stage Lists If a stage list is being actively used on the project, it can no lon...
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Last Updated: 04/17/2025
in Docs Projects Workflow Stages
The stage library is a list of pre-defined stages that can be added to stage lists. Note: Stages added to this library can only be added via the stage list editor on individual cards and cannot be added to general stage lists.
To acc...
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Last Updated: 04/17/2025
in Docs Projects Workflow Stages
When bringing in/returning a document, the stages of the selected stage list will appear in "Status and Routing" section of the processing form. The information provided is as follows: 1. The stage list that is set for the card. 2. The stag...