Define Your Required Workflow With DocBoss

DocBoss allows you to define a larger workflow for each document code. Maybe drawings must be issued as IFA, then IFC, then As-Built – BUT, what about calibration certificates? Surely those are only issued as IFR or IFI. DocBoss allows you to assign a default workflow...

Document Control Tip: Transmittals and Index Reports

Best practice is to provide a transmittal sheet with every submittal, listing every document being submitted. Of course, DocBoss has our own default templates, but if your customer requests that you complete their template (often so they can easily upload to their...

Document Control Tip: Tag To Document Relationships

When submitting vendor documentation, it is critical to cross reference all of the relevant equipment. Generally, customers request that you provide tag number relationships for every submitted document. DocBoss not only ensures you have provided this data, but...