The DocBoss Blog

Import Stage List from Admin Panel With DocBoss

Let's take a look at the stage list and how DocBoss handles it, particularly related to making it available for current and future projects. In order to bring a stage list into any project and have it available for any future projects, it must be created at the Admin...

DocBoss Expedite Feature – Options and Settings

Target and Recipients Users must enable the targets they wish to expedite. The default is for customers and outstanding actions (defaults can be changed on the admin template). As selections are made, additional grids will appear showing the actual companies to...

Uploading An Older Revised Document With DocBoss

Sometimes you may need to send a modified document while the current version is still being reviewed by the customer. An Example: You send revision 0.Someone at the customer side steps outside of the normal doc control process (sometimes it is required from a timing...

How Do You Access Single Project Reporting With DocBoss?

The Card List is the key filtering and reporting tool for individual projects in DocBoss. There are a variety of fields available for filtering. Take note of the Keyword text box located at the top right, it allows you to search a value across multiple fields or use...

How Can You Request Cards from Suppliers With DocBoss?

DocBoss allows you to generate an expediting report. This report can be provided to your sub-supplier to aid in document delivery. It will show all the outstanding documents for your project. You also have the option to split the report by manufacturer. It is...

April 2022 New Release Notification

DocBoss has released our latest update for April 2022 which is now available for all customers. Below are the updates in detail along with screenshots. The link at the bottom takes you to all release notes with full details.  Compilations Create Package and...

Add An SDI Report To Your Project With DocBoss

An SDI Report is a listing that details the full scope of documentation for a specific project. It could also be referred to as a Document Register, or Document Index. Some customers have this as part of their documentation requirements. They may even issue a specific...

How To Create a New Email Template With DocBoss

To save some time, you can create email templates within DocBoss that can be used repeatedly as the need arises for your customers. Here's how to set them up... To Get Here:  Settings>Template Mgmt: Output Templates > Scroll down to Email...

Linking An SDI Report To A Document Card

If you want the ability to submit and manage an Index Report in DocBoss you must link the SDI Report to a Document Card.  Here's how it's done! Step 1 - Ensure Doc Code is set to Type = SDI Report Navigate to Code List (Requirements)On the Doc...

Workflow Options With DocBoss (Submittals)

DocBoss provides workflow functionality to help you with your document control requirements. In DocBoss we use the word submittal to describe the output that you provide to your EPC customers at the end of projects You might refer to them as databooks, compilations or...

Using The Unpack Feature With DocBoss

Let's take a look at the Unpack feature in DocBoss which you can use to handle and manage document packages you send to your customers. Here is the screen shot of a package sent to the customer by way of an example. Assign returned package to the package card Follow...

Expected Cover Pages: In From Supplier/Internal

When processing files are returned from the customer, DocBoss expects that the page count has NOT changed. All details are explained here.  But when processing documents returned from the supplier, default "expected cover pages" value is always set to "0" regardless...

How To Use The DocBoss Internal Approval Cycle

Internal approval is often of interest to companies who assemble engineering documentation on behalf of their customers. 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...

Can You Place A Stamp On Documents With DocBoss?

If you need to place a stamp on a particular document(s) before submission to your customer, DocBoss can help. DocBoss also enables you to see the stamp while you are placing it on the document. This will include the variables (until it has actually been assigned)....

Markups And Comments In Your Submittals

We've already spoken in the past about how DocBoss differentiates between markups and comments in your submittal packages that are produced at the end of projects. Here are a few more ideas you can take advantage of within DocBoss when working with markups and...

How To Generate Or Upload eSignature Certificates

Do you have a need to include an eSignature certificate as part of providing documentation to your customers? DocBoss can help. Let's take a look at how to generate eSignatures with DocBoss. For Instance eSignature (no visible stamp) Must be generated by an admin user...

Using User Permissions With DocBoss (Advantages)

One issue with using Microsoft Excel or other non-document control specific application is that it's difficult if not impossible to limit access to the project to any degree. If someone has access to the Excel spreadsheets, they can change them any way they like and...

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