The DocBoss Blog
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...
Working With A Configure Code List (Requirements)
There are many configurations on the Code List (Requirements) grid that will affect the setup and management of cards on your project. Below is a general description of the columns available in this grid. Doc Code This is the DocCode that will appear as reference on...
DocBoss 2022 Year In Review
As 2022 draws to a close, we thought we would highlight some of the key events that happened this year with DocBoss. Focused largely on tagged equipment, DocBoss minimizes the manual work required to deliver project documentation. As such, our customers previously...
Working With Cards in DocBoss (Most Popular Articles)
At DocBoss, we have an entire website dedicated to support. Here we detail all product releases along with videos and articles complete with screenshots to help you utilize all DocBoss benefits. One of the important aspects of DocBoss is the treatment of cards. Cards...
How To Edit The Equipment List In DocBoss
As projects progress, often there are changes which happen to required equipment. DocBoss supports those and helps you manage the changes to your document cards. Why does DocBoss monitor changes to equipment? All Auto-Generated cards are directly linked to the...
What Is DocBoss? (Document Control)
What are the biggest document control challenges you experience on a regular basis? For many document controllers, it's the increased customization required by their customers along with the repetitive work that takes time and can lead to frustration, mistakes and...
Use Templates and Compilation Function To Create Source Documents (DocBoss)
With DocBoss, you have access to both a templates feature to save commonly used templates for future use, along with our popular compilations feature which enables you to create submittals with a few clicks of your mouse. You can also use both features together to...
October 2022 Release Notification
DocBoss is happy to announce our latest release for October 2022. 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...
Managing Number Of Pages On Returned Documents
When processing files returned from the customer, DocBoss expects that the page count has NOT changed. DocBoss knows: Total pages sent (expected pages for return) i.e. 4 Total pages of the actual document i.e. 3 Total cover pages added on submittal. i.e. 1 If the...
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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