by Alina Sonke | Apr 1, 2025 | Product Tips & Tricks
The Crop and Lock and Screen Ruler tools available with the Microsoft PowerToys collection can be used to more efficiently convert Word files to Excel templates. To use these tools effectively, first you must convert the received template from Word to Excel....
by Alina Sonke | Mar 29, 2025 | Product Tips & Tricks
RegEx (regular expression) patterns are a standard type of coding used to match text. In DocBoss, we use RegEx to parse card metadata from the file names when using the Create Cards and Match feature. Formatting patterns Common examples </^[^_]*/> – take...
by Alina Sonke | Mar 25, 2025 | Product Tips & Tricks
The Create Cards and Match option is available for documents related to Major Tags. This allows users to create cards from information in the file name, skipping the step to add manual cards on the project’s Card List. When running bulk match, if there is not...
by Alina Sonke | Mar 23, 2025 | Blog
Single Sign On (SSO) is available for DocBoss. If enabled, users with the company domain will be redirected to their identity provider to sign in to access DocBoss. The instructions below outline how to set up SSO and SCIM with DocBoss when using Ping as the identity...
by Alina Sonke | Mar 11, 2025 | News and Events
DocBoss is happy to announce our latest release for March 2025. You can view the full release by clicking here and also view past releases too. As always, every update outlined in this article is now available to all DocBoss customers. Here’s a list of updates...
