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,...
by Carl Mueller | Jan 24, 2025 | Product Tips & Tricks
DocBoss allows users to create a tile on the Project Dashboard which contains the data from many projects. Create multi-project tile On the Project Dashboard, select Add Tile. Enter a name for the tile and select whether to add projects by dynamic selection, static...
by Carl Mueller | Jan 22, 2025 | Product Tips & Tricks
In DocBoss we use a number of words and phrases that as a document controller, you’re probably already familiar with. We also use some terms that you might not immediately recognize. So we have prepared a number of resources for you to use to help you take...
