The templates feature inside DocBoss can be used in a number of different ways to save documents that you would like to use repeatedly during current and future projects. It's a time-saver and helps to conveniently organize your frequently-used docs. Below, we'll...

DocBoss helps process equipment suppliers manage and deliver custom engineering documentation to their customers in the instance where the document control function is time-consuming and frustrating. DocBoss is especially helpful to companies who tag their products,...

Engineering document control is a crucial aspect of the design, development, and delivery of pumps, valves, instrumentation, and skids among other process equipment. It ensures that all relevant information is accurate, up-to-date, and easily accessible to all...

DocBoss users can test transmittal templates without needing to actually complete a submittal. Before testing, the template will need to be uploaded into DocBoss and then added to a project under the appropriate template type (customer or sub-supplier). Steps Navigate...

What are the most important performance indicators do your document control staff follow and how do you track them? The most important key performance indicators (KPIs) for document controllers may vary based on the specific organization and industry, but some common...

Earlier this week we spoke about the topic called How To Enable Affiliate Permissions if you are a DocBoss customer with affiliate companies that you work with. Today, we'll quickly show you how to address the issue where a DocBoss user is not appearing in the default...

Affiliate companies can be created in DocBoss if you need to set different outputs based on internal companies. This will allow you to use different Code List/Names on output documents as well as various general default settings. Currently only the outgoing email...

Engineering document control is a critical process in the management of engineering projects. It is responsible for ensuring that the right documents are in the right place at the right time, and that they are accurate and up-to-date. However, managing engineering...

As a supplier of process equipment, you know firsthand the importance of submitting accurate and complete documentation to engineering companies. Not only is it essential for the successful completion of projects, but it's also a requirement to complete the project...

A document controller is responsible for maintaining and organizing company documents, so some of the key skills that you should have or develop to be effective in this role include: Attention to detail: You will need to be able to carefully review and organize...

Some document controllers - whether out of necessity or because they were told to - use SharePoint for their documentation work. SharePoint wasn't specifically designed for document control and instead focuses on collaboration and communication albeit with some doc...