How To Better Customize Submittals In DocBoss (Tips)

Carl Mueller
December 8, 2025
2 min read
How To Better Customize Submittals In DocBoss (Tips)
Blog

EPC projects frequently face severe delays and overruns along with increased documentation requirements and volume.

“Fewer than 25% of oil and gas projects have been delivered on time; with projects averaging 10 months’ delay and coming in around 35% over budget…” Source: “Lessons Learned from UKCS Oil and Gas Projects” from the UK Oil and Gas Authority.

If you’re tired of documentation bogging you down particularly as it pertains to final submittals, you might want to reconsider your current application.

DocBoss helps you customize your submittals to enable you to meet whichever requirements your EPC have.

Below, we’ll discuss some recent additions to DocBoss that help you meet these requirements, in case you missed the release from earlier this year when these additions were introduced.

New Features From DocBoss

Header/footer font size: To increase flexibility, the font size for headers and footers can now be set as small as 6px, making it easier than ever to meet your customers’ unique requirements.

Stage list history: A record of the stage list is now visible from the card history, making it easy to identify if/when the stage list was changed on a card. This column can be added by selecting it from the “Columns” bar on the right of the grid.

Add cover page (default setting): When submitting documents internally or to a sub-supplier, there is now the option to automatically add a cover page by default. If enabled from the “Project Configuration” page (Project Menu > Set Up > Project Configuration > Advanced > Workflow), users will no longer need to manually check the box to add a cover page at the time of submittal, saving you time and manual work. This option can also be set on project templates, reducing manual configuration on future projects.

Other data available in project list: Keeping track of information in the “Other Data” project field? A new column has been added to the project list that allows you to sort projects by the data in this field. If custom project (main) fields have been created, these columns will also still be available on the project list.

 

Here are some of our most recent product release updates so you can be aware of all new functionality that we’ve introduced, all of which you already have access to:

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