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 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...
by Brad Bowyer | Mar 20, 2023 | Product Tips & Tricks
DocBoss has updated grid options within the application for all users to take advantage of. Note: The below description applies only to grids which have been migrated to our new grid. The list of deployed grids is at the bottom of the article. New grids are added with...
by Carl Mueller | Mar 18, 2023 | Product Tips & Tricks
Check out this link to access 23 videos that visually show you to how to perform various tasks and access many of the most popular DocBoss benefits for document controllers. There is so much functionality in DocBoss to choose from, it’s important to know how to...
