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  1. DocBoss
  2. Administration

Administration

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
See all 8 articles

Users

  • Enable Support Access to your Account
  • Automated email reports from user profile
  • Assignment Activity (By User)
  • How to convert CSV data into separate columns
  • Definition of the User Access Levels
  • User Profile
See all 10 articles

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
See all 11 articles

Customization

  • API Documentation
  • Create API access credentials (per application)
  • Packages Layout
  • Ignored Values
  • Card List – Grid Row Colors

Library

  • Reviewing Expired Documents
  • Making Changes In Your Library
  • Connect Library Documents to Doc Codes
  • Library Documents

Prices And Estimates

  • Prices And Estimates
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