The DocBoss Blog
Document Control And ISO 9001:2008
If you follow ISO 9001:2008 standards, you might be interested to know how DocBoss can help with various aspects of document control. DocBoss And ISO 9001:2008 How can DocBoss specifically help with document control functions as outlined by ISO 9001:2008? Let's take a...
Customizing Package Layouts
In DocBoss, it's possible to set a default “Packages Layout” that can be used in all projects. To set the default layout for packages navigate to Settings > Customization > Package Layout Quick General Settings Compilation Info: Select if coversheets are...
Creating Custom Data Books for EPCs With DocBoss
Do you provide custom data books to customers at the end of projects? For many suppliers of process equipment it's a time-consuming job and one they don't look forward to at any time. There are a number of benefits to providing data books to your customers at the end...
How To Apply eSignatures to Outgoing Submittals
DocBoss users can add eSignatures to Outgoing Submittal packages when required. Here's how. Select cards, and initiate submittal Select the documents you wish to send and start the submittal. You will see the normal pop up with a few different options. 1. New columns...
What is a Delivery Medium (Document Submittals)?
Some customers have requested that they identify the process which they will be submitting the documents of a transmittal. We have added a selection called Delivery Medium strictly for output purposes on transmittals. There is no functional impact of this...
You Won A New Project. Now What?
Fantastic news! You have been awarded a new project with a client you have never worked with before! Let the documentation fun begin! It is best to have all the information at the start, especially the information that is pertinent to setting up for project...
Document Control In Your Company
We are noticing that some companies are moving away from a typical Document Control department. For some companies it is not always feasible to have an entire department strictly dedicated to document control on their projects. So to streamline, they are dispersing...
Does Your Software Include Updates?
One of the more expensive and time-consuming aspects of buying software is updates. And upgrades. And patches. And fixes. They might be called different things but the bottom line is that you often get charged for them and have to spend time and effort to apply them...
11 Handy Benefits DocBoss Offers Document Controllers
DocBoss ensures your customers receive and access the documentation you send them. If you still use Microsoft Excel for document control as many companies do, you might be surprised about the automation that DocBoss offers to save you doing work manually. Here are 11...
How Do You Put A Dollar Amount On Document Control?
As a Document Control Lead for an Engineering company, I was often tasked with assisting in the estimating of Document Control costs for my group. It was a huge challenge trying to predict how much time and effort would be required. A lot of our job was reactionary at...
April 2021 New Release Notification
DocBoss has released our latest update for April 2021 which is now available for all customers. Below is a quick overview of the changes. The link at the bottom takes you to full release notes with more detail. We've made updates to Card management so that you now...
Pump Selection White Paper
Most industry estimates peg energy as the largest single factor in pump life cycle cost — ranging from 40 percent to as high as 90 percent depending on the pump style and application. Pumps & Systems While US consumption of electricity dropped sharply in 2020 due...
How Do You Manage Project Documents Within Your Team?
Managing EPC project documents within your own team is just as important as issuing them externally. When a customer returns documents to you, is it difficult to keep track of each document while ensuring that it get properly handled by the appropriate staff member?...
Ensure Document Delivery Every Time
DocBoss ensures your customers receive and access the documentation you send them. When working with customers by email, everyone has a case of a document not being received. With DocBoss, you send email notifications directly to your customers. Customers click on a...
5 Things EPCs Can Do Better To Help Their Suppliers
Engineering companies (EPCs) need to find a method to discuss document requirements after the equipment supplier has been selected and before the project begins. Looking at it another way, here are 5 suggestions that suppliers of process equipment can make to their...
Having Trouble Managing Documents?
How much time do you spend searching for engineering documents related to your projects? If you don't know offhand you're not alone. Research has shown that workers may spend around 1 full work day per week searching for information: The average interaction worker...
Reduce Errors With Internal Review Workflow
Not only does internal routing remove the human error aspect of document processing (including the wrong reviewer/missing a reviewer), but it also saves time for everyone involved. Using DocBoss’ Internal Review Workflow ensures accuracy and creates a way to track...
Mapping Internal Codes With DocBoss
DocBoss customers regularly get access to new features and benefits that we add to the system as part of our regular releases. Earlier this year, we updated the Interface and added the ability for users to apply mapping codes directly from the source code list. Please...
9 Reasons to Choose DocBoss
DocBoss was designed by experience for suppliers of tagged process equipment. Here are 9 reasons why DocBoss could be right for you: Niche Problem, Niche Solution DocBoss was built by your industry peers – we know how rigid the rules can be for submitting vendor...
Can I Use Sharepoint For Document Control?
Sharepoint is a web application associated with collaboration and sharing of information, not on document control and submission. Sharepoint also requires the implementation of third party applications to give it the same functionality that comes standard with...
Focused largely on tagged equipment, DocBoss minimizes the manual work required to deliver project documentation.
We are here to answer any questions you may have about DocBoss and how we can help you improve your document control workflow.
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