by Alina Sonke | Mar 9, 2025 | Product Tips & Tricks
The Project Profile is a section of the Project Set Up > Main screen. This section is for your customer (the company to whom you are submitting the documentation), all applicable transaction numbers, the End User (if applicable) and the order date and approved...
by Alina Sonke | Mar 7, 2025 | Product Tips & Tricks
The Project Main screen is where many of the project options are configured. This article explains the various options available on this page. The first time a project is started, this screen defaults to the Quick Start form. Selecting Show All Settings Instead will...
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...
