7 Ways DocBoss Manages Vendor Documents

Many EPCs struggle to manage the huge volume of vendor documents they receive. This is in addition to packaging and coordinating meta data for each document. Here are 7 ways DocBoss helps process equipment suppliers manage vendor documents: Eliminate the use of Excel...

Filtering Tips in DocBoss

When working with the various grids in DocBoss did you know there are additional filtering options within each grid? Perhaps you would like to filter a certain user on the Multi-project card report (see Image 1). Image 1 – Multi-project card report Or see all...

Document Control Tips: Compilations

As the last step in the project document process, most jobs require some compiled set of documents for final submission. Enter the Databook. Configurability is key, as your customers have a wide variety of expectations for databook outputs. Bookmarks, hyperlinks,...

Document Control Tip: Cover Sheets

Let DocBoss append the cover sheets to every document, on every submission. By uploading your customers cover sheet template to the DocBoss system, you relinquish all of the manual work of completing the cover sheets to the system. DocBoss builds the cover sheets and...