
Viewing Outstanding Actions in DocBoss For All Projects
How can you access a complete list of outstanding actions for a particular project within DocBoss at any given time?…
Are you a new DocBoss customer or wonder how we support you when you become one? Beyond the personal training we offer, we have also set up a complete plan to help you get started.
Below we have compiled a short guide to jump start your progress.
Before you sign in, you’ll need some basic information, which your system administrator will be able to provide:
From docboss.com, select Client Login and choose your system, or use the link provided to you by your system administrator if applicable.
On the login screen, enter your username and temporary password. You may also be prompted to enter an authentication code sent to your email and/or to create a new password.
If you can’t remember your password, select forgot password and follow the prompts, or take a look at our article on resetting your password for help.
After logging in, take a few minutes to get familiar with DocBoss navigation.
There are three menus you’ll be working out of:
To access the logo menu, hover over the DocBoss logo in the top left of any screen.
The logo menu is a quick navigation for any screens relating to projects.
Note: depending on your user role (admin, full, review, or view) you may only see some of the options shown here.
Here, users can access the following screens:
The project menu serves as navigation inside individual projects. To access this menu, you’ll first have to navigate to a project.
Ways to open existing projects in DocBoss:
This will take you to the screen that is selected as the project’s landing page (by default, the Project Hub). Whatever screen you are on, the navigation bar inside a project functions the same:
Selecting the rightmost dropdown arrow inside the project navigation bar opens the project menu.
The project menu lists screens specific to the currently open project:
Here, users can access the following screens:
And the following groups:
The system menu is where you’ll access information related to your DocBoss system as a whole, rather than specific projects. Most options in the system menu are related to users, lists, settings, and customization.
Note: depending on your user role (admin, full, review, or view) you may only see some of the options shown here.
Some commonly used functions available from each section called out in the image above:
The way you use DocBoss will in part be determined by your user role. The lists below offer suggestions for getting started, depending on your user role. (If you’re not sure which user role you have, you can check this under your user profile.)
Admin users have full access to DocBoss and are able to manage the list of users and customize the way the system works for all other users in their company. They may or may not manage projects directly.
Full users create and manage projects. They are often document controllers or project coordinators.
Review users participate in the internal workflow and review of documents within DocBoss, but do not have access to manage entire projects or make submittals.
View users have limited access. They are often managers or supervisors who require access to metrics and to view the projects that their teams are working on, but won’t be participating in document control or document workflow directly within DocBoss.
For more detail on user role types, see our article on user roles.
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