by Carl Mueller | Apr 17, 2024 | Product Tips & Tricks
Do you have multiple DocBoss users? Do you sometimes find yourself adding new users or adding former users back again as your projects ramp up? Here’s how to reactivate users through the User Interface and also how to easily import users through Excel....
by Carl Mueller | Apr 11, 2024 | Product Tips & Tricks
Admin users can manage their instance’s user list from the Manage Users screen. From the Instance Menu, select Manage Users to navigate here. Manage Users From the Manage Users screen, admin users can: Manually initiate the sending of outstanding action...
by Carl Mueller | Apr 1, 2024 | Product Tips & Tricks
I recently had a talk with a new DocBoss customer who was trying to figure out how many users to have. The great thing about DocBoss is it doesn’t how many users or concurrent projects you want to run, as you choose both as you require. If you need more users...
by Carl Mueller | Mar 5, 2024 | Product Tips & Tricks
The User Profile allows you to set specific values only for your user account, such as signature, landing page options, email notification and warnings messages. To get here: Profile User Info This tab contains basic information like your name, phone number, and...
by Carl Mueller | Dec 11, 2023 | Document Control
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...
