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...

Document Control Tip: Missing Documents

Of course, not every vendor is skilled at document control. Whether they provide you a list of documents (fabrication vendors), or you help them by auto-generating the full list of required docs (instrument & valves vendors) DocBoss helps you track missing...

How Do You Handle Metadata?

One of the more frustrating aspects of document control involves the manual nature of the work. In our recent Supplier vs EPC survey, we discovered that the single most important factor to EPC respondents is accuracy and formatting of the data they receive. One aspect...

Document Control Tip: Custom Headers and Footers

When submitting many documents and many pages, it is often beneficial to add headers and footers to every submitted page. While working on each individual document can be extremely time-consuming (and error prone) DocBoss allows you to simple define what data fields...

What Can EPCs Do Better?

How can the EPCs that you serve provide better information to you up front before the start of a project? EPCs should take more care to trim vendor data requirement lists (VDRL), prior to inclusion in RFPs. Supplier experience sees irrelevant document requirements...

Document Control Tip: Procedures and Training

A lack of proper execution leads directly to more stringent submission requirements on the next project. It is our assumption that formal procedures are not common at supplier organizations. We suggest suppliers need to put more focus on building formal document...