Lightweight portal for customers and vendors to make and receive submittals.
Articles
Sub-Supplier Portal (admin)
The sub-supplier portal provides a secure location for your vendors to upload (and download) documents directly into your DocBoss projects.
Add accounts for the sub-supplier
Navigate to the settings / sub-supplier area.
Add a ne...
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 y...
Enable Customer Portal Access
In order to enable web access, the contact must be added to DocBoss. For information on adding a contact, see our article here .
Allow Web Access: Enable this field to allow the access to the Customer Web Access/Portal
Login (for t...
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 ...