The DocBoss Blog
What Are The Most Important Key Performance Indicators For Document Controllers?
What are the most important performance indicators do your document control staff follow and how do you track them? The most important key performance indicators (KPIs) for document controllers may vary based on the specific organization and industry, but some common...
Why Is My User Not Appearing In The Default User List?
Earlier this week we spoke about the topic called How To Enable Affiliate Permissions if you are a DocBoss customer with affiliate companies that you work with. Today, we'll quickly show you how to address the issue where a DocBoss user is not appearing in the default...
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...
The Benefits of Automating Engineering Document Control Processes
Engineering document control is a critical process in the management of engineering projects. It is responsible for ensuring that the right documents are in the right place at the right time, and that they are accurate and up-to-date. However, managing engineering...
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....
9 Reasons Why DocBoss Makes Sense (Automated Document Control)
DocBoss was designed by people who know your business. We understand what pain points document controllers face each day and we built DocBoss to solve each of them. Here are 9 reasons why DocBoss might make sense for you. (Keep reading till the end as we offer a free...
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,...
Handling The Sub-Supplier List and the Sub-Supplier Override (DocBoss)
When it comes to the sub-suppliers associated to a given card, the Sub-Supplier List determines search and output text. When it comes to defining the sub-supplier list there are two options: Auto-defined values An override Auto-Defined (default) When using...
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...
February 2023 Release Notification
DocBoss is happy to announce our latest release for February 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...
Does your document control application auto create the document register?
One of the greatest benefits of DocBoss is its ability to customize document control work any way your customer requires. DocBoss also automates many aspects of document control that you might currently do manually. Case in point: Auto creating your document index. If...
Inherit Data From Major Tag Columns To Tagged Equipment Units
When a user enables an equipment field for a major tag, data from that field will be available from the tagged and sub-unit grids (Steel). For example: Add a "Product Group" equipment field and enable it on the Major Tag grid Then add data into the field (on the major...
What Do You Use For Document Control?
Document controllers have a number of applications they can potentially use for document control. Most however aren't doc control specific and weren't designed with their needs in mind. Plus, they often have difficult getting their superiors to understand the value of...
Why Does My Document Look Strange After Upload? (Font Change)
If your document looks strange in the viewer after upload, it is usually due to a TYPE 1 Postscript font. These fonts are being depreciated by all systems, and will no longer be supported by Adobe as of January 2023. The most typical example we see is the "Courier...
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.
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