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...

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...

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...

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 a zip file in an email notification to your customers. Note 1:...

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....

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...

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...

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...

Is document control a frustrating and time-consuming task that you and your colleagues dread doing at the end of a project? DocBoss was designed to help document controllers get a better handle on customizing document control work and submittals at the end of...

Of specific importance to suppliers with many similar pieces of equipment (instrumentation, valves, HVAC), DocBoss allows you to automate the creation of your full document list and tracks the document specific impact of equipment change orders. DocBoss builds your...

For most of us, offices have been shut down for over a year now and we have been working from home. Technology advancements have made working from home easy if you know what is available! Especially if you are using a cloud-based system, such as DocBoss for document...

DocBoss helps you manage incoming and outgoing submittals to your customers. Here are some features that have been added over time to help DocBoss users manage this important work. Add Data to Internal Submittals We have changed the "incoming from internal" submittal...

We recently had a company contact us after finding DocBoss online by searching for "VDR." The vendor document requirements (VDR) or vendor document requirements list (VDRL) is often the starting point for many projects. Your customer sends you a list of documents that...