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,...

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...

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...

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...

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...

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...

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...