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Getting Started with DocBoss (for New Users)

Are you a new DocBoss customer or wonder how we support you when you become one? Beyond the personal training we offer, we have also set up a complete plan to help you get started. Below we have compiled a short guide to jump start your progress. Topics Sign in Get...

How To Bulk Add Users in DocBoss

Do you still use Excel spreadsheets as part of your documentation work? When adding users via XLS, the following fields have restricted acceptable options: Role Entry must be a single letter. A, F, R, V [for Admin, Full, Review, View] Colour Entry must be a HEX value...

Definition of DocBoss User Access Levels

You can configure DocBoss in terms of user numbers whichever way you require. As you grow you can easily adjust up the user levels but can also choose what level of access each user gets. There are 3 user access levels available in DocBoss and you can choose whichever...

How To Choose User Levels With DocBoss

Depending on your needs, you can have as many named DocBoss users as you like and can also choose which level of access to provide to each user. The way you use DocBoss will in part be determined by your user role. The lists below offer suggestions for getting...