The DocBoss Blog
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...
Understanding the Split Parameter in Bulk Matching Process
If the uploaded files don't match with any card, DocBoss shows you an error in the top area of the matching screen. You can check the cause by hovering over the error symbol. Changing the SPLIT PARAMETER If the description is: "Files doesn’t match any active card in...
How To Create Different Default Settings For Compilations
We regularly make updates to DocBoss in terms of functionality that becomes available for all customers. This round of updates focuses on compilations or databooks which we'll discuss below. Create Package and Compilation Layouts at Instance Level Users may create...
Create a Weld Log And Generate Weld Certificate Packages
Are you a welder who works with weld logs and certificates that are provided to customers at the end of projects? DocBoss can help you create a weld log and generate required weld certification packages. The weld log will allow you to include welder certificates and...
DocBoss Website Update
"Our users are expert suppliers of process equipment. We just make them experts at the vendor documentation part too." DocBoss is pleased to announce a refresh to our website. Beyond an updated look and feel to the website, we have added several new features, too....
How DocBoss Helps You Help Your Customers
Periodically, we have customers looking for marketing material to include with bid packages. They are looking for something to help them stand apart on competitive bids. We have created some notes below which helps you promote your investment in DocBoss to your...
Let’s Talk Document Numbers With DocBoss
All document controllers have seen the customers who don’t provide any direction and have no document numbering requirements. Often, they’ll accept what you send them, named and numbered in any way. We have also seen the customers who provide the nomenclature with...
Handling API Documentation Inside DocBoss (With Visuals)
DocBoss enables you to handle application programming interface (API) documentation within DocBoss while also testing each query you make. Here's how. Documentation Access The link for the API documentation is https://system5.docboss.com/documentation/api/ (based on...
How Frequently Do You Send External Documentation?
If you frequently send customized documentation to your customers during and at the end of projects, you're well aware of how the back and forth can get very time-consuming and frustrating. DocBoss was designed specifically to help process equipment suppliers manage,...
July 2022 New Release Notification
DocBoss has released our latest update for July 2022 which is now available for all customers. This update focuses on the following areas: User options Submittals Obsolete Cards System Menu update Compilation and Package Template Bulk matching Routing Document Codes...
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...
Understanding the Split Parameter in Bulk Matching Process With DocBoss
What if you upload files to DocBoss that don't match with any card? If the uploaded files don't match with any card, we show you an error in the top area of the matching screen. You can check the cause by hovering over the error symbol. Changing the SPLIT...
Can Your Vendors Upload Docs Into Your Document Control System?
DocBoss has a portal that enables your vendors to upload documents directly. Specifically, the sub-supplier portal provide a secure location for your vendors to upload (and download) documents directly into your DocBoss projects. Add accounts for the sub-supplier...
Submitting Excel Formatted Documentation To Your Customers
Typically, when submitting documents, we include a cover page. For PDF files this is easy, DocBoss will add the cover sheet directly to the document. But what do you do when you’re submitting an Excel document? It’s interesting to see the different preferences on how...
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...
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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