Of specific importance to suppliers with many similar pieces of equipment (instrumentation, valves, HVAC), DocBoss allows you to automate the creation of your full document list and tracks the document specific impact of equipment change orders. Check out this short...

DocBoss offers a number of benefits to users regarding workflow and submittals. Unlike non-document control specific applications DocBoss was designed with companies who submit documents to customers at the end of projects in mind. More specifically DocBoss helps you...

2020 was an interesting year to say the least for anyone who was "lucky" enough to experience it. For anyone working in an office environment, chances are you spent at least part of the year working remotely from home. Some of you might still be working remotely as we...

If you find that your customers increasingly demand customized documentation, how easy is it for you to handle this work? Customized cover pages are often something that customers request with their documentation. Here's how DocBoss helps in that regard. Add cover...

DocBoss enables you to handle all outgoing documents to your customers while also managing incoming documents that they send or return to you. Here are some recent additions that DocBoss customers all have access to. Outgoing Submittals Our document control research...

Upon receiving the return of a DocBoss created package, users can automate the re-allocation of each document to its original card. To review how to create packages with DocBoss, click here. Here is the screen shot of the PACKAGE sent to the customer. Assign returned...

Whew! Carrying on with the tiles available on the project dashboard, the project hub is a new landing page designed to provide actionable data for your document controllers. What documents are overdue, and who is behind on the required actions? Refine the information...

Create combination columns There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project template, you select the source columns...

Add Manual cards (link to either major tags or tagged equipment) Manual cards allow users to add (or upload) cards, while manually selecting the appropriate doc codes, and tags. This function has existed strictly for use with the Major Tags module, but now - users can...

Internal approval is often of interest to companies who are doing some engineering on behalf of their customer. They want to work with their suppliers to ensure the documents are correct, prior to sending them on to their customer. When enabled, an internal approval...