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: When enabled on a stage, each document must receive an 'approved' status internally before being sent to the customer Internal approval is a feature that makes it easy for your team to perform an internal review of documents before sending them out...

Bulk attach library documents from requirements screen For material certifications or instruction manuals etc, you can automate the attachment of library documents to document cards with DocBoss. Click the attach icon on the requirement page for any given document...

In some cases, customers require that stamps are placed directly onto the document, rather than the addition of a cover page. DocBoss enables users to upload stamp templates, and stamp documents. The same variables as used on cover pages can be used in stamp...

How does DocBoss compare to other methods of handling document control such as an Electronic Document Management System (EDMS), CAD/Design Software and Sharepoint? Well, let's compare the following: Workflow - Making/Receiving Submittals Databooks/Compilations...

We believe there is a very easy and consistent way to create vendor document registers. While DocBoss automates this process for our customers, it is a straightforward method you can use independently. We start by identifying various “levels” in the order information....

DocBoss makes remote work during COVID times (and anytime) a piece of cake. With the continued effects of COVID and more companies operating remotely, one of the biggest benefits of DocBoss is its accessibility. Being a web-based application, you only need a browser...