by Carl Mueller | Feb 21, 2025 | Product Tips & Tricks
Do you work with Material Test Reports (MTR, aka Mill Test Reports? In the oil and gas industry, these quality assurance document certify the material used in a product, such as pipes, valves, or other components, conforms to specific industry standards and...
by Alina Sonke | Feb 18, 2025 | Product Tips & Tricks
The Security Permission is the highest user permission in DocBoss. It is generally allocated only to one or two users. The Security Permission allows users to access and edit the Security Settings screen. Admin users who have this permission can grant it to other...
by Alina Sonke | Feb 16, 2025 | Product Tips & Tricks
Here are the Security Settings in DocBoss that you can set depending on your situation and needs i.e. setting up Multi Factor Authentication, API Authentication and eSignatures. The Security Settings screen is only available to users who have the Security Permission....
by Alina Sonke | Feb 14, 2025 | Product Tips & Tricks
Do you use the Okta secure identity cloud application? If so – or if you’re considering using it – this article discusses how to enable Single Sign On for DocBoss when you use Okta. Single Sign On (SSO) is available for DocBoss. If enabled, users...
by Carl Mueller | Feb 11, 2025 | Product Tips & Tricks
Usually when a copy or sheet is created from a card, the new card is expected to be a different, but related document. It is possible to create a full copy of a card (as a copy or as a sheet), including the active file and all of its history, following the steps...
by Carl Mueller | Feb 8, 2025 | Product Tips & Tricks
As a document controller, you probably work with countless internal codes for drawings, lists, data sheets, quality reports and more. The table below discusses this in more detail. Here’s how you can apply mapping codes directly from the source code list. Also,...
