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The DocBoss Blog

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...

Helpful Benefits Of The DocBoss Submittal Feature

DocBoss enables you to customize and complete entire submissions to your EPC customers at the end of projects regardless of how they'd like it customized. Here are several great aspects of submittals within DocBoss that you can use to make this work easier to get a...

Compilations Per Level With DocBoss

In DocBoss a compilation is the final submission that you send to your EPC customers at the end of a project. You might refer to it as a submittal. With DocBoss you can create custom submittals with a few clicks of your mouse to meet your EPC customer's specs....

What Are Status Lists In DocBoss?

A Status List is the approval statuses that are used by your customer to indicate if a document will be accepted. You must enter a status list that will define the designations used by your customer. DocBoss can support multiple lists for each customer. For example,...

Marking Cards As Required / Not Required In DocBoss

When DocBoss auto-generates cards (based on your selected LEVEL), it creates ALL possible cards. In some cases, not all cards are applicable for the doc code in question. Assume a customer has requested pressure tests from a seller of instrumentation, AND assume the...

How To Set A Level in DocBoss (Document Control)

Below we will discuss how to set a level in DocBoss. We'll also take a step back and discuss exactly what a level is and give some examples of how and why you might want to use this function inside DocBoss. Auto-Generated cards are created by selecting a Level for...

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