The DocBoss Blog
Benefits Of Automating Document Control Tasks
Automating tasks that you might typically do manually can save time and make doc control work more efficient in a number of ways. Automating document control processes can free up a significant amount of time for your employees in several ways. Let's take a look at...
DocBoss Reporting Feature By User Account
DocBoss has a number of reporting features that you can use to monitor project progress at any given time. Earlier this year we added a usage report per user account that you can easily access as follows: Since all DocBoss users are named users, you can...
September 2024 Release Notification
DocBoss is happy to announce our latest release for September 2024. You can view the full release by clicking here to access it. As you'll see below, we have made a number of additions including a major update to our DocBoss Support Site which is the first topic we'll...
DocBoss Support Site Navigation (New)
We're happy to announce that we have completely revamped our DocBoss Support site and it is now live to use. Please click here to visit the site and don't forget to bookmark it as the URL was also updated. Here you will find all of the same articles from our previous...
Document Control Resources You Can Use Now
DocBoss was built by your industry peers – we know how rigid the rules can be for submitting vendor documentation to engineering companies (and the rejection that comes with it). We guarantee you’ll smile during our demo! Before that though, you might want to take a...
Managing Your Affiliates Inside DocBoss
Below we'll discuss a number of ways that you can configure your DocBoss account when you work with affiliates. This is handy when you have an affiliate(s) in a different location from you, when you need to add an affiliate or just want to filter your affiliates for...
Set The Custom FROM Email Address Per Project
With DocBoss, you can set the FROM address depending on who you would like the sender to be. This comes in handy if you have multiple projects running and different people running each. That way, the correct person received any return correspondence each time....
May 2024 Release Notification
DocBoss is happy to announce our latest release for May 2024. Our release is packed with new features including lots of user-friendly changes to the interface, additional flexibility with stage lists, a learning mode, and (beta) single sign on. Here are the details....
15 Questions to Ask When Choosing a Document Control System
For companies looking for a document control system to submit documentation to Engineering, Procurement, and Construction (EPC) contractors, it’s important to find a system that meets all of your customers' requirements. With that in mind, there are some important...
5 Reasons to Manage Material Test Reports (MTRs) with DocBoss
For suppliers providing project documentation to EPCs, managing material test reports (MTRs) can be a headache. That's why having an efficient system for handling Material Test Reports (MTRs) is essential. With DocBoss, you can store MTRs in a shared library that all...
January 2024 Release Notification
DocBoss is happy to announce our latest release for January 2024. Our new release includes feature additions to a number of areas as we'll see below. All updates are now available for all DocBoss customers. You can view the complete release with full details...
Reference Date Abbreviation Definitions In DocBoss
Here's a short post that explains some of the main abbreviations we use inside DocBoss for reference dates. Reference Date Abbreviations AS: After shipment (based on ship date on equipment list/major tag) BS: Before shipment (based on ship date on equipment list/major...
Re-Submit Documents That Have Been Previously Completed (Approved)
What happens when you submit a document to a customer as completed but then need to amend the doc after it gets returned by the customer? When a document it is returned by the customer with a status that have "stage complete" and this is the last or only stage, the...
December 2023 Release Notification
DocBoss is happy to announce our latest release for December 2023. Our new release includes features like temporary split workflow, enhanced revision tracking, and a preview function for bulk matching parameters. All updates are now available for all DocBoss...
How To Create Translation Cards In Different Languages
DocBoss allows you to create and manage multiple versions of a single card. Generally this is required when different language version of a card must be supplied/tracked. Add/Enable Language Custom Field on Project To begin, check the project fields template to see if...
Getting Started with DocBoss (for New Users)
Are you a new DocBoss customer or wonder how we support you when you become one? Beyond the personal training we offer, we have also set up a complete plan to help you get started. Below we have compiled a short guide to jump start your progress. Topics Sign in Get...
Ignored Values (Placeholders) Inside DocBoss Updated
This is an updated article that discusses ignored values (placeholders) inside DocBoss. If a user uploads an equipment list that includes placeholder values in the Tag field (NA, N/A, etc.), they can add these values under Admin > Other Lists > Ignored Values to...
Output Settings In DocBoss (How To Use Them)
What are output settings in DocBoss and when do you use this feature? This section allows you to select your templates (to use for outgoing documents, Cover Pages, Transmittals, Transmittal Emails, etc). If your customer has a specific template that they have...
October 2023 Release Notification
DocBoss is happy to announce our latest release for October 2023. All updates are now available for all DocBoss customers. You can view all current and past releases by visiting our DocBoss release database. All releases come with descriptions and screenshots to show...
Setting the FROM: Email Address In DocBoss
When you send a submittal notification from DocBoss, we allow you to set the FROM email address. Your options are: Do-Not-Reply@docboss.com User Email Address (the user that is managing the project). Note you must have SPF and DKIM entries on your domain - see here...
Focused largely on tagged equipment, DocBoss minimizes the manual work required to deliver project documentation.
We are here to answer any questions you may have about DocBoss and how we can help you improve your document control workflow.
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