The DocBoss Blog
Inherit Data From Major Tag Columns To Tagged Equipment Units
When a user enables an equipment field for a major tag, data from that field will be available from the tagged and sub-unit grids (Steel). For example: Add a "Product Group" equipment field and enable it on the Major Tag grid Then add data into the field (on the major...
What Do You Use For Document Control?
Document controllers have a number of applications they can potentially use for document control. Most however aren't doc control specific and weren't designed with their needs in mind. Plus, they often have difficult getting their superiors to understand the value of...
Why Does My Document Look Strange After Upload? (Font Change)
If your document looks strange in the viewer after upload, it is usually due to a TYPE 1 Postscript font. These fonts are being depreciated by all systems, and will no longer be supported by Adobe as of January 2023. The most typical example we see is the "Courier...
Working With A Configure Code List (Requirements)
There are many configurations on the Code List (Requirements) grid that will affect the setup and management of cards on your project. Below is a general description of the columns available in this grid. Doc Code This is the DocCode that will appear as reference on...
DocBoss 2022 Year In Review
As 2022 draws to a close, we thought we would highlight some of the key events that happened this year with DocBoss. Focused largely on tagged equipment, DocBoss minimizes the manual work required to deliver project documentation. As such, our customers previously...
Working With Cards in DocBoss (Most Popular Articles)
At DocBoss, we have an entire website dedicated to support. Here we detail all product releases along with videos and articles complete with screenshots to help you utilize all DocBoss benefits. One of the important aspects of DocBoss is the treatment of cards. Cards...
How To Edit The Equipment List In DocBoss
As projects progress, often there are changes which happen to required equipment. DocBoss supports those and helps you manage the changes to your document cards. Why does DocBoss monitor changes to equipment? All Auto-Generated cards are directly linked to the...
What Is DocBoss? (Document Control)
What are the biggest document control challenges you experience on a regular basis? For many document controllers, it's the increased customization required by their customers along with the repetitive work that takes time and can lead to frustration, mistakes and...
Use Templates and Compilation Function To Create Source Documents (DocBoss)
With DocBoss, you have access to both a templates feature to save commonly used templates for future use, along with our popular compilations feature which enables you to create submittals with a few clicks of your mouse. You can also use both features together to...
October 2022 Release Notification
DocBoss is happy to announce our latest release for October 2022. 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...
Managing Number Of Pages On Returned Documents
When processing files returned from the customer, DocBoss expects that the page count has NOT changed. DocBoss knows: Total pages sent (expected pages for return) i.e. 4 Total pages of the actual document i.e. 3 Total cover pages added on submittal. i.e. 1 If the...
Understanding the Split Parameter in Bulk Matching Process
If the uploaded files don't match with any card, DocBoss shows you an error in the top area of the matching screen. You can check the cause by hovering over the error symbol. Changing the SPLIT PARAMETER If the description is: "Files doesn’t match any active card in...
How To Create Different Default Settings For Compilations
We regularly make updates to DocBoss in terms of functionality that becomes available for all customers. This round of updates focuses on compilations or databooks which we'll discuss below. Create Package and Compilation Layouts at Instance Level Users may create...
Create a Weld Log And Generate Weld Certificate Packages
Are you a welder who works with weld logs and certificates that are provided to customers at the end of projects? DocBoss can help you create a weld log and generate required weld certification packages. The weld log will allow you to include welder certificates and...
DocBoss Website Update
"Our users are expert suppliers of process equipment. We just make them experts at the vendor documentation part too." DocBoss is pleased to announce a refresh to our website. Beyond an updated look and feel to the website, we have added several new features, too....
How DocBoss Helps You Help Your Customers
Periodically, we have customers looking for marketing material to include with bid packages. They are looking for something to help them stand apart on competitive bids. We have created some notes below which helps you promote your investment in DocBoss to your...
Let’s Talk Document Numbers With DocBoss
All document controllers have seen the customers who don’t provide any direction and have no document numbering requirements. Often, they’ll accept what you send them, named and numbered in any way. We have also seen the customers who provide the nomenclature with...
Handling API Documentation Inside DocBoss (With Visuals)
DocBoss enables you to handle application programming interface (API) documentation within DocBoss while also testing each query you make. Here's how. Documentation Access The link for the API documentation is https://system5.docboss.com/documentation/api/ (based on...
How Frequently Do You Send External Documentation?
If you frequently send customized documentation to your customers during and at the end of projects, you're well aware of how the back and forth can get very time-consuming and frustrating. DocBoss was designed specifically to help process equipment suppliers manage,...
July 2022 New Release Notification
DocBoss has released our latest update for July 2022 which is now available for all customers. This update focuses on the following areas: User options Submittals Obsolete Cards System Menu update Compilation and Package Template Bulk matching Routing Document Codes...
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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