The DocBoss Blog

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...

Import Stage List from Admin Panel With DocBoss

Let's take a look at the stage list and how DocBoss handles it, particularly related to making it available for current and future projects. In order to bring a stage list into any project and have it available for any future projects, it must be created at the Admin...

DocBoss Expedite Feature – Options and Settings

Target and Recipients Users must enable the targets they wish to expedite. The default is for customers and outstanding actions (defaults can be changed on the admin template). As selections are made, additional grids will appear showing the actual companies to...

Uploading An Older Revised Document With DocBoss

Sometimes you may need to send a modified document while the current version is still being reviewed by the customer. An Example: You send revision 0.Someone at the customer side steps outside of the normal doc control process (sometimes it is required from a timing...

How Do You Access Single Project Reporting With DocBoss?

The Card List is the key filtering and reporting tool for individual projects in DocBoss. There are a variety of fields available for filtering. Take note of the Keyword text box located at the top right, it allows you to search a value across multiple fields or use...

How Can You Request Cards from Suppliers With DocBoss?

DocBoss allows you to generate an expediting report. This report can be provided to your sub-supplier to aid in document delivery. It will show all the outstanding documents for your project. You also have the option to split the report by manufacturer. It is...

April 2022 New Release Notification

DocBoss has released our latest update for April 2022 which is now available for all customers. Below are the updates in detail along with screenshots. The link at the bottom takes you to all release notes with full details.  Compilations Create Package and...

Add An SDI Report To Your Project With DocBoss

An SDI Report is a listing that details the full scope of documentation for a specific project. It could also be referred to as a Document Register, or Document Index. Some customers have this as part of their documentation requirements. They may even issue a specific...

How To Create a New Email Template With DocBoss

To save some time, you can create email templates within DocBoss that can be used repeatedly as the need arises for your customers. Here's how to set them up... To Get Here:  Settings>Template Mgmt: Output Templates > Scroll down to Email...

Linking An SDI Report To A Document Card

If you want the ability to submit and manage an Index Report in DocBoss you must link the SDI Report to a Document Card.  Here's how it's done! Step 1 - Ensure Doc Code is set to Type = SDI Report Navigate to Code List (Requirements)On the Doc...

Workflow Options With DocBoss (Submittals)

DocBoss provides workflow functionality to help you with your document control requirements. In DocBoss we use the word submittal to describe the output that you provide to your EPC customers at the end of projects You might refer to them as databooks, compilations or...

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