Select Page

The DocBoss Blog

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

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...

DocBoss Welcomes SCG Process

DocBoss is pleased to announce SCG Process as our newest customer. SCG Process is an OEM representative of process control and treatment system brands across Canada with offices in Toronto and London, ON as well as Langley, BC and Edmonton, AB. They have the...

Add Custom Equipment Fields To Your Projects

You can add an unlimited number of global and project specific equipment fields to your DocBoss projects. Global Equipment Fields When you set up global equipment fields they can be used in all your projects. The variables will remain constant, so you can create...

Adding Instance Logos To Cover Pages And Submittals

DocBoss can put your logos on any generated template, whether a cover page or transmittal. (You can also test cover pages in any document, too) There are 2 “Instance” logos that can be uploaded to the system. These are logos specific to your company.  Instance Logo...

Auto create your document register with DocBoss

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...

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.

Contact Info

Toll-Free: 1-(888) 800-2506
info@docboss.com

Office Location

Suite 375
440 10816 Macleod Trail SE
Calgary AB Canada
T2J 5N8

docboss logo white

    Contact Us

    We'd love to hear from you!

    By submitting, you accept that your data will be processed per our privacy policy.

    © Copyright 2024 DocBoss.com | DocBoss is a product of Gnaros Inc. | Privacy Notice and Cookies | GDPR