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  1. DocBoss
  2. Administration

Administration

Instance Setup

  • Merge / Split Instance(s) Transition Process
  • 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
See all 8 articles

Users

  • User Roles
  • Bulk add users
  • Enable Affiliate Permissions for a User
  • Enable Support Access to your Account
  • Automated email reports from user profile
  • CSV Delimiter (correct CSV data not showing as separate columns)
See all 10 articles

Template Management

  • Testing Transmittal Templates
  • 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
See all 12 articles

Customization

  • Default Prices
  • Working with Grids (new)
  • API Documentation
  • Create API access credentials (per application)
  • Packages Layout
  • Ignored Values
See all 7 articles

Library

  • Export / Import Instance Library
  • Reviewing Expired Documents
  • Making Changes In Your Library
  • Connect Library Documents to Doc Codes or Cards
  • Library Documents
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