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 Alina Sonke | Jun 5, 2024 | Product Tips & Tricks
This article is a guide for formatting the Excel Import file for bulk adding/editing companies. To get here, from the system menu, select Lists > Companies > Excel Import/Export. Steps: Download the template from Export Excel file > Download file. Note that...
by Carl Mueller | Dec 31, 2023 | Product Tips & Tricks
We’ve updated our grid functionality and this article discusses the updates. At the very bottom, you’ll see a list of grids that have migrated to the newest, up to date grid format. Note: The below description applies only to grids which have been migrated...
by Carl Mueller | Oct 27, 2023 | Product Tips & Tricks
DocBoss recently moved to a new grid system for all DocBoss 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 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...
