by Carl Mueller | Nov 28, 2024 | Product Tips & Tricks
The walkthrough shown below uses the Card List to illustrate filtering options. Filtering on the Multi-Project Card Report screen uses the same layout. If you’d first like to take a step back and learn more about the concept of Cards in DocBoss, here are some...
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. The instructions below outline how to set up SSO with DocBoss when using Microsoft Entra ID as the...
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...
