by Carl Mueller | Feb 4, 2025 | Product Tips & Tricks
Overview The Status (Combined) column is a quick way to get lots of information about a card’s current status and location. This column displays the following information about each card: Return status Location Routings, if applicable Internal approval status,...
by Carl Mueller | Feb 2, 2025 | Product Tips & Tricks
DocBoss has a number of online resources that you can access to learn about all the great benefits and also how to quickly perform a new function that you haven’t used before. There are three ways to access articles from the main page of the user guide:...
by Alina Sonke | Jan 31, 2025 | Product Tips & Tricks
This article will discuss the concept of ad-hoc submittals in DocBoss and how to use them when required. Ad-Hoc submittals are special, in that they do NOT affect the workflow of your documents. It is simply a way to get documents to anyone outside the company,...
by Alina Sonke | Jan 30, 2025 | Product Tips & Tricks
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 with DocBoss when using Microsoft Entra ID as the...
by Alina Sonke | Jan 28, 2025 | Product Tips & Tricks
Welcome to DocBoss! We’re glad to have you on board. Below we have compiled a guide to jumpstart your progress, updated and new information to help you take advantage of all DocBoss benefits. Sign in If you haven’t yet signed into DocBoss, expand the...
by Carl Mueller | Jan 26, 2025 | Product Tips & Tricks
Library documents can only be connected to a project card from the Document Ref Assign screen. In order to connect library documents, the doc code type (in the Project Document List) must be published. Set TYPE on Doc Code To attach library documents to a doc code,...
