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Instrumentation and valve suppliers can have many tags on a single order. With each tag having many pieces of documentation, the volume quickly hits enormous.

Large orders become difficult to manage, and spreadsheets become unwieldy (and hey! No one better touch my spreadsheet!).

How can DocBoss help?

Know what you must submit

At the start of the project, you have your equipment list, and your document requirements. In DocBoss, this is enough to generate the full list of all required documents. With our register auto-generation process, you can have a perfect document requirements list within a few minutes. Of course with customer numbering etc all pre-defined.

Change Orders

Yikes! What happens when the customer adds/removes a bunch of tags? Do you resubmit the manuals with the updated tag list? Of course you have to update your document requirements list with the newly required documents, and mark the now defunct documents as obsolete. DocBoss grew up in this industry, so we do all of this for you. We do make you answer some questions (resubmit with new tag list, submit copy with only the new tags , ignore it..), but with that direction, we update everything for you.

Cover Page Hell

With so many pieces of documentation, you spend a lot of time creating cover pages. Errors are common, and frustrating for both you and your customer. Let DocBoss make sure the right tags on are every coversheet.

Make Tracking Easy

Keeping your submittal tracking spreadsheet up to date is a lot of work. Put that all behind you. When you use DocBoss to make your submissions, all of the recording is done automatically. You can just report on it of course, still using your customer’s templates.

That’s just for starters. Want to know the rest?

Check out this page dedicated to how DocBoss helps instrumentation and valve suppliers.