The DocBoss Blog
Do You Define Document Requirements At The Proposal Stage?
When you get a request for proposal with a 20-page document submittal spec, you assume that everything is covered. I mean, you are being told exactly how and how high to jump. As long as you follow the spec, you’ve got it covered. You likely flip though the codes, and...
Your Document Controller Just Quit. Now What?
Your document controller just quit in the middle of a project... "One of my document controllers just quit! How can I figure out where they were at with the project?" As a project progresses - especially a long one - the chance that one or more of your project members...
Do you have document control procedures in place?
Are your document control procedures documented and structured? Every company submitting documents to an engineering, procurement, and construction (EPC) partner faces the same problems: large volumes of manual work, coupled with complex (or unclear) expectations and...
Do You Back Up Your Project Data? (How DocBoss Does It)
Paper document storage can be expensive and cumbersome. If project documents are an important part of your work, you already know the value of protecting and storing them. The question is.... How? Also, how long do you have to store them? Paper storage can get very...
Do You Work With Cards? Here’s How DocBoss Helps
Manual Cards for Tagged Equipment Add Manual cards (link to either major tags or tagged equipment) Manual cards allow users to add (or upload) cards, while manually selecting the appropriate doc codes, and tags. This function has existed strictly for use with the...
Use Multi-Factor Authentication for Users
Multi-factor authentication (MFA) refers to accessing an application or website only after supplying two or more pieces of information rather than just a single password. It increases security and decreases the chance that your account is accessed by a third party who...
Do You Translate Documents? (Create Translation Cards)
Do you work with customers who speak a language other than English? Do you receive documents in a language other than English? DocBoss allows you to create and manage multiple versions of a single card. Generally, this is required when different language version of a...
How Can You Manage Document History With DocBoss?
One of the things we often get asked by potential DocBoss clients is a variation of this question: How does DocBoss handle document history? Answer: DocBoss helps you manage your entire document history for your projects. The history of all cards is actively captured...
How Do You Choose The Correct Document Code Level?
In DocBoss, choosing the correct level for each document code is crucial. It allows DocBoss to build the correct document register which in turn shows you exactly what to be expecting for documents on a project. Easy if it’s one document for the entire Order, the...
Managing Document History With DocBoss
The history of all cards is actively captured in DocBoss. You have the ability to view all previous versions of the document. Clicking the History icon (from the Tools column) will open the History in a new window. The new window will open and all the history...
Are All Document Control Applications Equal?
There are several document control and document management applications that we often get asked about to compare DocBoss to. One of the things we did was put together a comparisons page on our website which illustrates the document control functionality of DocBoss to...
Separate submittal per file (batching)
Some customers have an automated document processing solution in place. As a result, they require every file to be issued on a separate submittal. This can create an enormous amount of work for the supplier. In DocBoss, an option exists (from the outgoing submittal...
Does The Customer Always Know Best?
Can you help your EPC customer by going above their minimum requirements? Or does the customer always know best? I’ve seen a few times lately where a customer provides their suppliers with a cover page and/or transmittal template. Immediately the supplier noticed they...
Set default routing for complete and/or incomplete cards
Default/forced routing can be defined for any stage with DocBoss. You can define an assignment for all cards which come back either as COMPLETE, or INCOMPLETE. 1. Review when stage is NOT COMPLETE If users set values for “Review when stage is not completed”, the...
My Transition From An EPC Document Control Lead to DocBoss
This post was written by one of our staff members in our customer support department detailing her path from becoming a document controller to joining DocBoss. As the saying goes, when one door closes another one opens. This couldn’t be truer when it comes to my...
How to Create Templates With DocBoss
Do you routinely use templates for projects and spend significant time doing so? You might be interested to learn about the templates feature in DocBoss. By creating a template(s) that you can access again in the future, you can save yourself considerable time and...
Markups and Comments: What’s The Difference?
You may add comments to project documents to add information about a particular file. But if you add a specific reference to a document, you're better off making a markup. There is a distinction in DocBoss between Comments and Markups and you can make both. You can...
What is a Stage (And How Can DocBoss Help)?
What is a Stage? Answer: The workflow of a document until it reaches a completed status. A document may need multiple revisions/submissions, but once it has received the “complete” status from the customer (typically a 1 or a 4), the stage is considered complete....
Do You Place A Stamp On Outgoing Documents?
If you place a stamp on outgoing documents at your customer's request, DocBoss has functionality to make it easier. DocBoss 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) ...
What If Your Equipment List Has 2 Columns?
Working With Your Equipment List Create combination columns There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project...
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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