One of the great benefits of DocBoss is the automation of many document control tasks that you as a document controller might currently do manually.
Case in point: The creation of custom submittals and compilations for your EPC customers at the end projects.
Here are articles on Compilations in DocBoss depending on the situation you require help with:
Creating A Compilation in DocBoss
A Compilation is a package of documents that are submitted to your customer in a single file, usually as a PDF with a table of contents. You may refer to them as a databook, manufacturing record books or a dossier.
DocBoss helps you create custom compilations with a few clicks of your mouse, saving you time, reducing errors and undoubtedly making your EPC customers happy.
Click here to learn how to create a compilation in DocBoss.
At the bottom of the page you will see a number of links to specific items that you can learn about including Compilation Details and Structure Options, Table of Contents and Bookmarks sections, Compilation Templates and Layouts, and Sorting Options in DocBoss.
Auto-Creating Packages
Assume you have a drawing for each tag, but your customer requires that you submit only ONE PACKAGE containing all drawings (sorted by tag numbers).
DocBoss makes this process easier by helping you manage each individual drawing (upload them into separate separate cards) but auto-creating the packages for submittal.
Click here to learn more about auto-create packages in DocBoss.
Unpacking
Unpacking refers to returning packaged documents to DocBoss, automatically splitting up the contained documents back into their individual cards.
Click here to learn more about the Unpack feature of DocBoss and how to use it.
Final Thoughts
These are just several of the helpful articles we have written to help you better use the Compilations feature in DocBoss.
Check out the DocBoss Support website to learn about this great feature to ensure you use all the benefits.