Select Page

The DocBoss Blog

Assigning Multiple Files To A Card With DocBoss

Assign active, native AND comment files from the file staging area (multi drag/drop) When assigning files, if the user multi-selects 2 or more files and drags them onto a card, DocBoss will ask for the destination for each file. This allows you to upload comment and...

How To Choose User Levels With DocBoss

Depending on your needs, you can have as many named DocBoss users as you like and can also choose which level of access to provide to each user. The way you use DocBoss will in part be determined by your user role. The lists below offer suggestions for getting...

August 2023 Release Notification

DocBoss is happy to announce our latest release for August 2023. All updates are now available for all DocBoss customers. You can view all current and past releases by visiting our DocBoss release database. All releases come with descriptions and screenshots to show...

Using Templates in DocBoss

The templates feature in DocBoss is a popular way to save commonly used docs and quickly locate them to use again in the future. This saves you having to start from scratch or search for them each time. Here's a few articles we've written regarding popular template...

Document Auto-Numbering Format

Does your document control work often involve dealing with custom numbering formats supplied by your customers? The Document Auto-Numbering Format allows you to automatically assign document numbers (and/or your own internal) by using variable configurations described...

Supporting Remote Work In The Oil & Gas Business

How can oil and gas companies ensure that their documentation processes are accessible and secure for remote workers, who may be located in different regions or time zones? As the oil and gas industry becomes increasingly digitized and decentralized, remote work is...

Select Transmittal Templates on Project

The templates feature inside DocBoss can be used in a number of different ways to save documents that you would like to use repeatedly during current and future projects. It's a time-saver and helps to conveniently organize your frequently-used docs. Below, we'll...

How To Enable Affiliate Permissions for a User

Affiliate companies can be created in DocBoss if you need to set different outputs based on internal companies. This will allow you to use different Code List/Names on output documents as well as various general default settings. Currently only the outgoing email...

How Can You Prevent Holdbacks At Project End?

Holdback time, or the amount of time between the completion of a project and the release of final payment to vendors, is a common issue in EPC (engineering, procurement, and construction) projects. To decrease holdback time and ensure vendors get paid more quickly,...

Get A Better Handle on Document Control

As a supplier of process equipment, you know firsthand the importance of submitting accurate and complete documentation to engineering companies. Not only is it essential for the successful completion of projects, but it's also a requirement to complete the project...

What Skills Do I Need To Be A Document Controller?

A document controller is responsible for maintaining and organizing company documents, so some of the key skills that you should have or develop to be effective in this role include: Attention to detail: You will need to be able to carefully review and organize...

Is SharePoint Good For Document Control?

Some document controllers - whether out of necessity or because they were told to - use SharePoint for their documentation work. SharePoint wasn't specifically designed for document control and instead focuses on collaboration and communication albeit with some doc...

May 2023 Release Notification

DocBoss is happy to announce our latest release for May 2023. All updates are now available for all DocBoss customers. You can view all current and past releases by visiting our DocBoss release database. All releases come with descriptions and screenshots to show you...

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.

Contact Info

Toll-Free: 1-(888) 800-2506
info@docboss.com

Office Location

Suite 375
440 10816 Macleod Trail SE
Calgary AB Canada
T2J 5N8

docboss logo white

    Contact Us

    We'd love to hear from you!

    By submitting, you accept that your data will be processed per our privacy policy.

    © Copyright 2024 DocBoss.com | DocBoss is a product of Gnaros Inc. | Privacy Notice and Cookies | GDPR