by Carl Mueller | Jun 8, 2025 | Product Tips & Tricks
In DocBoss, there are a number of topics concerning the issue of dates and how they are treated in DocBoss. For example, we distinguish between Due Dates and Expected Dates of documents, one issue we will discuss in detail below. Here are 6 articles we have published...
by Carl Mueller | Jun 6, 2025 | Product Tips & Tricks
We’ve already written about the most popular and widely read articles on our DocBoss Support website. You can check out the most popular article blog posts by clicking here. But we also write new articles on the Support website that show very specific topics...
by Carl Mueller | Jun 4, 2025 | Product Tips & Tricks
SSO is a method of user authentication via an external identity provider. It allows users to log in to multiple services using a single set of credentials (username and password). As a DocBoss user, if SSO is enabled in your system, you will be redirected to your...
by Carl Mueller | Jun 2, 2025 | Product Tips & Tricks
The user responsible for the contract-related activates (e.g., adding additional user licenses, contract renewals, etc.) should be set as a commercial contact. Flagging a user as the commercial contacts allows the DocBoss team to accept and action billing-related...
by Carl Mueller | May 31, 2025 | Product Tips & Tricks
With the markups features in DocBoss, you can add markups and comments to documents in the DocBoss viewer. With DocBoss, you have the ability to add markups to most files. These consist of annotations (the vector drawing) and comment. Markups are only available...
by Alina Sonke | May 28, 2025 | Product Tips & Tricks
To provide an overview of the stage list workflow, a common scenario is outlined below. A common scenario is as follows: 1. A document is issued for customer approval (IFA) – Document return expected 2. Once approved by the customer, the document is issued for...
