by Alina Sonke | Nov 11, 2024 | Product Tips & Tricks
Single Sign-On (SSO) SSO is a method of user authentication via an external identity provider. It allows users to log in to multiple services using a single set of credentials (username and password). As a DocBoss user, if SSO is enabled in your system, you will be...
by Carl Mueller | Nov 8, 2024 | Product Tips & Tricks
Cards are essentially placeholders in DocBoss for the actual documents. It’s kind of like a file folder if you will. It contains all the history and revisions of a particular document as well as the most current version of the documents and its metadata. Below,...
by Carl Mueller | Nov 6, 2024 | Product Tips & Tricks
For material certifications or instruction manuals etc, you can now automate the attachment of library documents to document cards. Click the attach icon on the requirement page for any given doc code. Single Match: This is the default auto-assign option. In this case...
by Carl Mueller | Nov 4, 2024 | Product Tips & Tricks
Let’s talk about how to set up a project within DocBoss. This is the main Setup of your project. You have two options and the selection will vary the fields that are available. Option 1 – Order Option 2 – Quote Profile This section is for your...
by Carl Mueller | Nov 2, 2024 | Product Tips & Tricks
Do you have difficulty getting your EPC customers to return documents in a timely fashion? DocBoss can help in several ways, beginning with the Expediting function. Expediting in DocBoss is done in a global sense, not from within each project. You can of course choose...
by Carl Mueller | Oct 31, 2024 | Product Tips & Tricks
Are you looking to get a better handle on document control and save time in the process? There a number of things you can do to achieve this. Here are some ways to reduce turnaround time for document control: Improve tracking: Identify bottlenecks in your current...
