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DocBoss Security Features (Permissions and MFA)

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...

Easily Enable Multi Factor Authentication (MFA) for DocBoss Users

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...

Create API Access Credentials (Per Application)

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...

How To Generate Or Upload eSignature Certificates

by Carl Mueller | Mar 25, 2022 | Product News

Do you have a need to include an eSignature certificate as part of providing documentation to your customers? DocBoss can help. Let’s take a look at how to generate eSignatures with DocBoss. For Instance eSignature (no visible stamp) Must be generated by an...

Do You Back Up Your Project Data? (How DocBoss Does It)

by Carl Mueller | Dec 21, 2021 | Document Control

Paper document storage can be expensive and cumbersome. If project documents are an important part of your work, you already know the value of protecting and storing them. The question is…. How? Also, how long do you have to store them? Paper storage can get...
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Focused largely on tagged equipment, DocBoss minimizes the manual work required to deliver project documentation.