Updated Articles

  1. Using IF statements

    This article explains how to apply conditions to document auto-numbering, outgoing file name, and compilation pattern formats. The use of parameters is also discussed. Using IF statements for Document Auto-Numbering Format If you have document n...
  2. IF Statement for Header/Footer

    If statements can be used for header/footer patterns to draw different values for different conditions (e.g., drawings require a different heading than all other documents). In these situations, creating a custom doc code/card field can provide ad...
  3. Using "Create Project" API Call

    The  Create Project call can be used to automatically trigger project creation in DocBoss when an order is added to an external system. When a doc control user creates a new project in DocBoss, they typically have information from the Vendor Docum...
  4. Adding Contacts

    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) ...
  5. Enable Customer Portal Access

    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...
  6. Customer Portal (Customer View)

    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...
  7. Multi Factor Authentication (MFA) for Users

    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. ...
  8. Working with Sub-Suppliers

    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...
  9. Sub-Supplier Portal (Supplier View)

    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...
  10. Add Stage(s) to Stage List

    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...