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...
by Alina Sonke | Mar 9, 2025 | Product Tips & Tricks
The Project Profile is a section of the Project Set Up > Main screen. This section is for your customer (the company to whom you are submitting the documentation), all applicable transaction numbers, the End User (if applicable) and the order date and approved...
by Alina Sonke | Mar 7, 2025 | Product Tips & Tricks
The Project Main screen is where many of the project options are configured. This article explains the various options available on this page. The first time a project is started, this screen defaults to the Quick Start form. Selecting Show All Settings Instead will...
