Document Control Tip: VDR

In typical fashion, your customer will provide a VDRL (Vendor Document Requirements List) – especially on larger projects. This is the core document related contract between customer and supplier identifying the types of document to supply, delivery timelines, and...

Define Your Required Workflow With DocBoss

DocBoss allows you to define a larger workflow for each document code. Maybe drawings must be issued as IFA, then IFC, then As-Built – BUT, what about calibration certificates? Surely those are only issued as IFR or IFI. DocBoss allows you to assign a default workflow...

Document Control Tip: Transmittals and Index Reports

Best practice is to provide a transmittal sheet with every submittal, listing every document being submitted. Of course, DocBoss has our own default templates, but if your customer requests that you complete their template (often so they can easily upload to their...

Document Control Tip: Tag To Document Relationships

When submitting vendor documentation, it is critical to cross reference all of the relevant equipment. Generally, customers request that you provide tag number relationships for every submitted document. DocBoss not only ensures you have provided this data, but...

Automate Project Documents With Ease

Having a structured numbering convention is a critical piece of successful document control. In many supply contracts, suppliers are asked to provide their own number, but also to pre-number the customer’s number field based on a defined convention. DocBoss users can...

DocBoss Vendor Portal

Many of our customer have sub-vendors who also supply documents. Instead of receiving everything by email, let your vendors upload their documents directly into DocBoss. They drag each document to the waiting register, track what’s missing, report on timelines, and...