Instance Setup
- Completing a Project
- Sending email from a custom domain
- Multi Factor Authentication (MFA) for Submittal Recipients
- Multi Factor Authentication (MFA) for Users
- Setting the FROM: Email Address
- Instance Default Settings General
Users
- Granting Access to Support
- Automated email reports from user profile
- Generate (or upload) eSignature Certificates
- Assignment Activity (By User)
- How to convert CSV data into separate columns
- Definition of the User Access Levels
Template Management
- Select Transmittal Templates on Project
- Select Cover Page Templates and Settings on Project
- Upload Templates into DocBoss
- Formatting HTML email templates (and signatures)
- Testing Cover Pages
- Template Troubleshooting, Tips and Tricks