
Working With Markups Inside DocBoss
Here are some recent updates we made for all DocBoss customers to assist with adding markups. Below we’ll discuss two…
If you have affiliate companies who take part in your projects, we have some options to help you define the work you do with them.
Below, we’ll discuss some options to customize and set up your affiliates.
Previously, the time zone was configured for the entire instance. As affiliates are often used for parts of a company in different parts of the world, we have added the ability to set affiliate-specific time zones. If added, affiliate-specific time zone overrides the instance time zone.
Instance project templates are now linked to specific affiliates. Output templates are now available to select on project templates, and so can be associated easily with a specific affiliate.
*This feature is license dependent
Previously, users had to request the DocBoss Support team to add affiliates for them. Now, admin users can create these themselves. From Lists > Companies, select the Add Affiliate option on the top right of the grid. Complete the required information and save.
Note that after adding an affiliate, user permissions will need to be updated to allow access for any users who require it.
User licenses can be distributed per affiliate to make managing access between divisions easier for DocBoss administrators.
Changes to the license allotments per affiliate can be requested through DocBoss support.
From the Manage Users screen, the list of user profiles can be filtered per affiliate. The filtering can be applied based on primary affiliate, project access, or library access to the selected affiliate.
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