The DocBoss Blog
How To Add Stage(s) to Stage List in DocBoss
After creating a stage list, stages can be added to suit your company's process. If you are looking to modify stages on a stage list mid-project, see our support article: Update/Change Stage List Mid-Project. To add a stage to a new stage list, click on the stage list...
10 Great DocBoss Resources To Build The Best Compilations (Databooks)
In DocBoss, a compilation is a package of documents that are submitted to the customer in a single file, usually as a PDF with a table of contents. You might refer to them as a submittal, a databook or dossier. With DocBoss, you can create custom compilations from...
How To Edit the Default Overdue Cards Report
The Overdue Cards Report is an internal tracking tool that users can enable from their profile. The report template format is editable. There is one report format shared across your system, and this can be edited from Output Templates. (Search for "Overdue" in the...
How To Benefit From Email And Email Alerts In DocBoss
Non document control-specific applications like Excel don't offer you the great benefits that a document control-centric app like DocBoss does. Case in point: The ability to utilize email features within DocBoss and also to set up various email alerts that benefit...
Can You Limit Project Access With DocBoss?
One of the frustrating things with typical applications used for document control like Excel or Sharepoint is that they weren't created specifically for document control. Thus, they don't provide specific tools and benefits that a document controller needs to properly...
Project Dashboard Overview and Tile Layout
The project dashboard displays summary information for every project in the system. Note that you can filter, group and apply lenses to this data, to maximize the value of the presented data. The Project Summary Tile DocBoss summarizes key performance information...
Assigning Workflow In DocBoss (Video)
DocBoss offers a number of workflow options for you to take advantage of. You can view a list of topics in our workflow section on the DocBoss support website. You can also access our Comparison Page to see not only how DocBoss Workflow works, but how other features...
DocBoss Welcomes New Customer: Koch Engineered Solutions
DocBoss is pleased to welcome the Koch Engineered Solutions global network of businesses as our newest subscriber. The initial DocBoss deployment includes:Koch-Glitsch, a global leader in mass transfer, mist elimination and phase separation.John Zink, a market leader...
Ping (SSO and User Provisioning) In DocBoss
Single Sign On (SSO) is available for DocBoss. If enabled, users with the company domain will be redirected to their identity provider to sign in to access DocBoss. The instructions below outline how to set up SSO and SCIM with DocBoss when using Ping as the identity...
March 2025 Release Notification
DocBoss is happy to announce our latest release for March 2025. You can view the full release by clicking here and also view past releases too. As always, every update outlined in this article is now available to all DocBoss customers. Here's a list of updates found...
5 Popular DocBoss Articles To Check Out In March
The DocBoss blog features articles that show many benefits of DocBoss while also discussing common issues that document controllers experience, and how DocBoss addresses them. Here are 5 of the most popular blog posts we’ve written that consistently get the most views...
2024 DocBoss Release History Recap
DocBoss routinely releases new updates to the application that are immediately available for all customers. When the updates are released, all customers can begin using them right away, at no extra cost. In 2024, we had four product release updates that came out in...
December 2024 Release Notification
DocBoss is happy to announce our latest release for December 2024. You can view the full release by clicking here. Since this is the last release for 2024, you might also be interested to view the other three releases this year. You can view them by visiting this...
DocBoss is Hiring a Support Specialist in UK or EU!
A great opportunity to start a career in software support and work with the great team at DocBoss. It is a full time, contract position for someone living in the EU or UK. More details can be found here on LinkedIn here: https://www.linkedin.com/jobs/view/4085975900/...
DocBoss is Hiring a Support Specialist in Canada!
A great opportunity to start a career in software support and work with the great team at DocBoss. It is a fully remote position for someone eligible to work in Canada. The position does have some flexibility if desired to support getting kids to/from school. Base...
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...
Focused largely on tagged equipment, DocBoss minimizes the manual work required to deliver project documentation.
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