by Carl Mueller | Dec 2, 2024 | Product Tips & Tricks
Following steps will take you from creating a new customer to setting up all project fields, equipment list and card list. Set Up Customer with Codes and Statuses (Gear > Lists > Companies) Video: Add Customer to DocBoss (includes all steps from creating a...
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 Alina Sonke | Nov 22, 2024 | Product Tips & Tricks
Did you know that DocBoss has a Learning Mode? Learning mode is indicated by the icon to the left so you know what you’re looking for. This feature is designed to direct new users to the relevant articles in DocBoss documentation, depending on the screen they...
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...
