by Carl Mueller | Nov 25, 2024 | Product Tips & Tricks
In DocBoss we distinguish between markups and comments and allow both. This article will focus on some useful features related to markups. You have the ability to add markups to most files. These consist of annotations (the vector drawing) and comment. Markups are...
by Carl Mueller | Nov 20, 2024 | Product Tips & Tricks
For organizations with many DocBoss users, managing users through Excel can be a convenient option. This article provides guidance on adding, editing, and formatting user data when working with DocBoss user account management via Excel. Navigation To access the user...
by Carl Mueller | Nov 18, 2024 | 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. Set up Requirements The first step is to contact DocBoss Support and request that Single Sign On is...
by Carl Mueller | Nov 16, 2024 | Product Tips & Tricks
Did you know you can choose to enable the card field on a project-by-project basis? So while you can add custom fields to your cards, you do it universally or on a project basis. Here’s how to create and manage them. Once the Custom Fields have been created, you...
by Carl Mueller | Nov 14, 2024 | Product Tips & Tricks
Here are some recent updates we’ve made to the compilations feature that DocBoss customers can take advantage of. Optimize compilation generation We have refactored the generation process for compilations. The largest improvements will be noticed for...
