The DocBoss Blog
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...
Individual Page Assign With DocBoss
DocBoss enables the user to select individual pages from a larger PDF and assign them to separate cards. Select and assign 1 & 2. Select the pages to include in the assign from the thumbnail viewer. Multiple pages can be selected. The selected pages will have a...
How Do You Manage Changes To Equipment During A Project?
Things change especially over the course of a large EPC project. Do you have to make these changes manually - which can increase the chances of mistakes and clerical errors - or are they done automatically for you? If you currently do this work manually, DocBoss can...
Uploading Documents And Assigning Workflow
Let's take a look at how you upload projects into DocBoss from your suppliers and sub-suppliers. We'll take a look at how DocBoss handles all incoming documents and enables you to properly file and assign them based on the specific project. Check out the short video...
Download Status Report (CSV) vs Download CSV: What’s The Difference?
What’s the difference between “Download Status Report (CSV)” and “Download CSV” via the Add/Edit Data via CSV icon in DocBoss? I’ve been asked a few times about the difference between downloading the Status Report (CSV) and the Download CSV via Add/Edit Data via CSV...
What If I Have Multiple Orders To Manage In A Single DocBoss Project?
If you have a customer who has issued multiple orders of equipment under one purchase order number, DocBoss can use custom equipment fields to identify multiple packages on one single equipment list. This will allow you to create one final compilation for all of the...
Handling Outgoing Submittals And Incoming Documents
In large projects, outgoing submittals to your customers and incoming documents that they send you can be difficult to track and monitor. Here's how DocBoss helps. Outgoing Submittals Include documents as zip in email notification Note 1: The FTP (the hyperlink...
Using DocBoss User Interface To Your Advantage
We constantly upgrade DocBoss features and benefits and you can keep track of ongoing upgrades by viewing the DocBoss release notifications page. One of the aspects of DocBoss that received attention is the user interface that all DocBoss users see when they login....
Easily Create a Compilation With DocBoss
Compilations are a collection of documents combined into a single PDF output. Generally referred to as databooks, manufacturing record books, dossiers etc. They generally require bookmarks, hyperlinks, tables of contents, sections and more. They can very manual...
August 2021 New Release Notification
DocBoss has released our latest update for August 2021 which is now available for all customers. Below is a quick overview of the changes. The link at the bottom takes you to full release notes with more detail. Working in the Project We've made updates to the...
Automated email reports from user profile
DocBoss can send automated email reports for each named user to alert them to tasks that have been assigned to them for a specific project. In user Profile > Email Notifications several reports can be enabled to be sent to you by email. Here are some...
Converting A Word Template to Excel
As many document controllers may know, converting a Word document to Excel is not always an easy task. The cells do not always transfer over nicely. Images often get lost in the conversion among other problems. Rather than spending an hour or two building complex...
Compilation Details and Structure Options With DocBoss
DocBoss offers you the ability to customize your submittals and compilations to meet your customers' specific requirements. Specifically, you can start with the cover sheets and customize them to meet whatever format your customers desire. Here's how. Compilation...
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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