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. To allow sub-suppliers to view the portal, the sub-supplier will need to be: 1. Added to your system
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Sub-Supplier Portal (Supplier View)
Learn how suppliers access DocBoss portal to upload documents, review submittals, and track project status with this comprehensive guide.
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 ...
Customer Portal (Customer View)
The portal provides a secure location for customers to upload documents directly into the supplier's document control system (DocBoss). The customer can also download received documents.
To access to the customer portal, click on the URL ...