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...
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...
by Carl Mueller | Nov 12, 2024 | Product Tips & Tricks
The DocBoss blog features articles that show many benefits of DocBoss while also discussing common issues that document controllers experience, and how DocBoss addresses them. Here are three of the most popular blog posts we’ve written that consistently get the...
