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Best Practices Adding Companies Use an external reference ID for new companies from a shared business system. This avoids duplicates being added with alternate spellings. DocBoss will warn you if the name it is exactly the same but if the...

Bulk add or edit users via Excel.

For customers with affiliates enabled, user access to projects and libraries can be configured per affiliate. Only admin users have permission to add or edit users. New users When adding a new user to the system , if affiliate companies ...

Topics Overview Add affiliate companies Assign project to affiliate Affiliate user access Assign licenses per affiliate Update user access Customization per affiliate Project Templates Aff...