Instance Setup
- 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
- Adding Instance Logos
Users
- 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
- User Profile
Template Management
- Upload Templates into DocBoss
- Formatting HTML email templates (and signatures)
- Select Cover Page and Transmittal Templates on Project
- Testing Cover Pages
- Template Troubleshooting, Tips and Tricks
- Create a New Email Template