The DocBoss Blog
Linking An SDI Report To A Document Card
If you want the ability to submit and manage an Index Report in DocBoss you must link the SDI Report to a Document Card. Here's how it's done! Step 1 - Ensure Doc Code is set to Type = SDI Report Navigate to Code List (Requirements)On the Doc...
Workflow Options With DocBoss (Submittals)
DocBoss provides workflow functionality to help you with your document control requirements. In DocBoss we use the word submittal to describe the output that you provide to your EPC customers at the end of projects You might refer to them as databooks, compilations or...
Using The Unpack Feature With DocBoss
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...
Expected Cover Pages: In From Supplier/Internal
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...
How To Use The DocBoss Internal Approval Cycle
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...
Can You Place A Stamp On Documents With DocBoss?
If you need to place a stamp on a particular document(s) before submission to your customer, DocBoss can help. DocBoss also enables you to see the stamp while you are placing it on the document. This will include the variables (until it has actually been assigned)....
Markups And Comments In Your Submittals
We've already spoken in the past about how DocBoss differentiates between markups and comments in your submittal packages that are produced at the end of projects. Here are a few more ideas you can take advantage of within DocBoss when working with markups and...
How To Generate Or Upload eSignature Certificates
Do you have a need to include an eSignature certificate as part of providing documentation to your customers? DocBoss can help. Let's take a look at how to generate eSignatures with DocBoss. For Instance eSignature (no visible stamp) Must be generated by an admin user...
Using User Permissions With DocBoss (Advantages)
One issue with using Microsoft Excel or other non-document control specific application is that it's difficult if not impossible to limit access to the project to any degree. If someone has access to the Excel spreadsheets, they can change them any way they like and...
How Do You Handle Large Data Books And Submittals?
Back in the days of hard copies and CDs, sizes of data books weren’t much of a delivery hold up point. But more and more companies are moving away from hard copies and CDs and are beginning to accept only electronic copies of data books. In most cases, this is a good...
How Can You Edit Header And Footer Format?
One of the great benefits of DocBoss is its ability to help you customize documents in whatever way your customers desire, right down to the headers and footers. To add and edit headers and footers to your documents, navigate to the Main Setup page of your project...
Compilation Templates and Layout Impacts With DocBoss
In DocBoss we were refer to databooks as compilations. They can be customized to suit the requirements of your customers in whichever way you like. Part of the benefit of this feature includes the use of templates which can save you time in the future when you need to...
Edit Card History Entries (Including Change Log)
Users can now make edits to any of the fields in a historical entry in DocBoss. All changes are recorded, and the change log is visible by clicking the log icon beside any edited history entry. Identify manual history entries When manual changes are made to the active...
How Do You Create A Weld Log (& Generate Weld Certs)?
The weld log will allow you to include welder certificates and weld procedures (cross referenced to welds) in the tag specific quality packages. Or you can prepare separate packages for the certs/procedures with the cross references to all tags. Project Template...
Document Codes vs Cards: What’s The Difference? (DocBoss)
In DocBoss, we differentiate between document codes and document cards. The Document Codes are types of documents that clients use as standard in all their projects. They do not represent "each" document. Some of the most common Document Codes are: From above example...
Easily Create A Table of Contents With DocBoss
The Table of Contents is always included in DocBoss compilations (databooks) and the good news is not only are they easy to assemble, you can customize them, too. Here's how to start: In your project - Click Main Project Drop DownClick Index Reports &...
How To Create Compilations In DocBoss (Video)
Do you create custom databooks for your EPC customers at the end of projects? In DocBoss we call them compilations and you can create them - fully customized - with a few clicks of your mouse. If you dread creating final databooks for your customers and then waiting...
Add A Revision Index To Packages (With DocBoss)
It is often useful to identify which cards have changed when resubmitting a package to your customer. With a revision index page, DocBoss will check each card included in the package. If the card has changed (identified by a change to its revision number), DocBoss...
Editing Cards Via A CSV File With DocBoss
DocBoss enables users to make changes to existing data in the Card List using a CSV (Excel) file. When you download the file for the first time the data can be a bit overwhelming. Don't let that scare you! Here's how to make those changes. Once...
Can You Show Unlicensed Employees In Submittal History?
DocBoss users are named users who each login using their personal username and password. This makes it easy for you to track each change to a document and understand who did what. How can you deal with unlicensed users in your submittal history though? If employee...
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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