Here are 5 great DocBoss features to try that you may not currently be using:
Learning Mode: This feature is designed to direct new users to the relevant articles in DocBoss documentation, depending on the screen they are on. This is a great feature for any new staffer or new project member who is starting to use DocBoss. Click on the link in the title to see how to turn the Learning Mode on and off and how to use it to quickly locate articles to help your colleagues better use DocBoss, quicker.
Multi-Project Card Report: In DocBoss a Card is an object that contains all of the metadata and revisions for a document. The Multi-Project Card Report is a great way of quering card data across multiple projects. You simply access the multi-project card report and this article discusses how to do so.
Enable Expediting for a Project: In DocBoss, Expediting refers to the ability to send reports to customers, sub-suppliers, and users, that lists upcoming due/overdue documents. This is one of the great ways that DocBoss helps to keep projects on time and budget by keeping all project members accountable.
Single Sign-On (SSO) and User Provisioning: 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). Adding on to our Single Sign-On feature, User Provisioning via an external identity provider is now possible in DocBoss. Ask your IT group about this.
MTR Packaging and Management in DocBoss: Mill Test Reports and their management can be time-consuming for document controllers. In this article, we’ll show you how to use the MTR Packaging and Management feature whether you are a fabricator/manufacturer of process equipment or a distributor.
This is just a start. Please check out the DocBoss Support website for all articles, videos, FAQ and other resources to help you better use DocBoss by making use of all the great features and benefits!