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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...

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...

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...

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.

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