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
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)
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
Customization
- Default Prices
- Working with Grids (new)
- API Documentation
- Create API access credentials (per application)
- Packages Layout
- Ignored Values