by Brad Bowyer | Nov 2, 2023 | Product Tips & Tricks
To enable Multi-Factor Authentication (MFA) your security enabled user should navigate to the security settings screen. Note that only the users with security settings will see this interface. Admin > Security Settings. 1. Enable the option for submittal recipient...
by Carl Mueller | May 18, 2023 | Product Tips & Tricks
DocBoss routinely adds new functionality with our standard updates which when live, become automatically available for all DocBoss customers at no extra charge. You don’t have to pay more to access different benefits nor do you have to pay for updates. You...
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 Brad Bowyer | Sep 22, 2022 | Product Tips & Tricks
Below we’ll discuss how to create API access credentials with DocBoss. Navigate to the security settings screen via the Settings menu. Your user account must have the security permission to access the security settings. If you do not see this option, contact...
by Carl Mueller | May 17, 2022 | Product Tips & Tricks
To eliminate malicious file uploads, DocBoss maintains a list of uploadable file types. If your file is not on this list, you will receive an error on upload. If the file is valid, please contact support. Once we manually validate the file type, we will happily add it...