by Alina Sonke | Feb 18, 2025 | Product Tips & Tricks
The Security Permission is the highest user permission in DocBoss. It is generally allocated only to one or two users. The Security Permission allows users to access and edit the Security Settings screen. Admin users who have this permission can grant it to other...
by Alina Sonke | Feb 16, 2025 | Product Tips & Tricks
Here are the Security Settings in DocBoss that you can set depending on your situation and needs i.e. setting up Multi Factor Authentication, API Authentication and eSignatures. The Security Settings screen is only available to users who have the Security Permission....
by Alina Sonke | Feb 14, 2025 | Product Tips & Tricks
Do you use the Okta secure identity cloud application? If so – or if you’re considering using it – this article discusses how to enable Single Sign On for DocBoss when you use Okta. Single Sign On (SSO) is available for DocBoss. If enabled, users...
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...
