The DocBoss Blog
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...
Key Terms In DocBoss Defined
With DocBoss, we use a number of words and definitions which you may also use for your document control work. It's possible that some are slightly different from the terms you use so here's an overview of terminology used by DocBoss. Key Terms Code / Status /...
Can Your Document Controllers Manage Ongoing Projects?
The project hub is a landing page designed to provide actionable data for your document controllers when using DocBoss. This hub also enables you to have tight control over exactly what is going on on the project. Here you can see how many documents are due, overdue...
Do You Use Document Control Checklists?
People who do not understand the full scope of document control (DC) may assume we just push documents through without looking at what we’re issuing. Even if we are not responsible for the content of the documents we issue, we are responsible for the quality of the...
How Can I Inherit Data With DocBoss?
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...
Can You Add Custom Equipment Fields To EPC Projects?
When working on a large EPC project, you may require the ability to add custom equipment fields depending on the project size and customer involved. With DocBoss, you can add an unlimited number of global and project specific equipment fields. Global Equipment Fields...
DocBoss Compilations, Workflow, Reporting And UI Just Got Better
DocBoss users not only have access to all features at all times, we regularly update DocBoss with new benefits that are routinely added during the year. You can view all recent Release Notes that highlights all updates over time so you can see the extent of this work....
How Do You Add New Data Types To Projects?
EPC projects may involve numerous types of data and it can be difficult to keep track of and account for each if you're using a manual system for document control. While DocBoss supports 3 types of units (Major Tags, Tagged Equipment and Steel), users can add...
Do You Add Stamps To Outgoing Documents?
One of the major benefits of DocBoss is its ability to help you easily customize documents and submittals for your EPC customers. In some cases, EPC customers require that stamps are placed directly onto the document, rather than the addition of a cover page. DocBoss...
Why Is Document Control So Painful?
Have you downloaded our complimentary 12-page document control survey Supplier vs EPC, Why is document control so painful? We surveyed 106 respondents; 45 from supplier organizations and 61 from EPCs, about the difficulties, challenges and frustrations they each...
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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