by Carl Mueller | Apr 1, 2023 | Product Tips & Tricks
DocBoss makes it easy to enable Multi Factor Authentication (MFA) with a few clicks of your mouse. Here’s how it’s done: Enable To enable Multi-Factor Authentication (MFA) your security enabled user should navigate to the security settings screen. Note...
by Carl Mueller | Mar 29, 2023 | News and Events
A Status List is the approval statuses that are used by your customer to indicate if a document will be accepted. You must enter a status list that will define the designations used by your customer. DocBoss can support multiple lists for each customer. For example,...
by Carl Mueller | Mar 27, 2023 | Product Tips & Tricks
One of the great features of DocBoss is the templates feature. It enables you to set up numerous templates for frequently needed documents that you can call upon whenever you need them. This is as opposed to having to recreate the documents each time from scratch....
by Carl Mueller | Mar 25, 2023 | Product Tips & Tricks
What skills and traits helps a document controller become better at their job? When you view a list of the traits that make a good document controller, you tend see the same ones mentioned repeatedly: Good communication skills Detail oriented Respect to privacy...
by Carl Mueller | Mar 22, 2023 | Product Tips & Tricks
Would you like the ability to manage and view multiple DocBoss projects in one view? DocBoss allows users to create a tile which contains the data from many projects. You can add projects to your multi-project card by dynamic selection (adding a query) or static...
