The DocBoss Blog
What Does A Customer Expect To See In A Data Book?
Some customers have a strict set of data book requirements. Other customers do not seem to mind what the data book looks like as long as it contains all approved documentation. In our experience there are a series of items that customers generally expect to see...
What If A Project Is Postponed? (Restart A Project With DocBoss)
When an EPC project is postponed for a period of time, can you quickly restart it when the time comes? What if your EPC client decides to put a project on hold and will restart it at a later date? Aside from the fact that you need to redeploy resources, there's also...
5 Ways DocBoss Helps EPCs Manage Submittals
Most EPCs track submittals on spreadsheets, just like vendors do! DocBoss really delivers when it comes to packaging and tracking documents, approvals and internal lists. But most importantly, what happens when the documents come back? You still need to track the next...
Helpful Features of DocBoss
DocBoss users have access to every feature available. There is no Pro version or Premium version that costs more that adds functionality. Every DocBoss user has access to the same features as everyone else. With that in mind, here are a few features and benefits that...
Oil Demand And Price Projections From McKinsey
McKinsey has produced a new report for oil demand and price projections into 2025. While oil inventories remain high and volatility is expected to remain for several years, they expect usage to pick up to pre-COVID levels later this year or in 2022 at the latest: Oil...
8 Key Pieces Of Information Your VDR Should Have (Vendor Document Requirements List)
The Vendor Document Requirements (VDR) is the very important information your customer will supply at the beginning of your project. Let's take a closer look at the VDR, the information it contains and the key components you'll come across. What is the VDR? Purchasers...
How to Enable Expediting for a Project With DocBoss
Enable Expediting From inside a project, navigate to the Project Menu > Setup > Expedite Settings [If you don't see the Expedite Settings menu item, it has not be enabled on your system. Contact support for help.] Once on the expedite settings page, you must...
Document Control And ISO 9001:2008
If you follow ISO 9001:2008 standards, you might be interested to know how DocBoss can help with various aspects of document control. DocBoss And ISO 9001:2008 How can DocBoss specifically help with document control functions as outlined by ISO 9001:2008? Let's take a...
Customizing Package Layouts
In DocBoss, it's possible to set a default “Packages Layout” that can be used in all projects. To set the default layout for packages navigate to Settings > Customization > Package Layout Quick General Settings Compilation Info: Select if coversheets are...
Creating Custom Data Books for EPCs With DocBoss
Do you provide custom data books to customers at the end of projects? For many suppliers of process equipment it's a time-consuming job and one they don't look forward to at any time. There are a number of benefits to providing data books to your customers at the end...
How To Apply eSignatures to Outgoing Submittals
DocBoss users can add eSignatures to Outgoing Submittal packages when required. Here's how. Select cards, and initiate submittal Select the documents you wish to send and start the submittal. You will see the normal pop up with a few different options. 1. New columns...
What is a Delivery Medium (Document Submittals)?
Some customers have requested that they identify the process which they will be submitting the documents of a transmittal. We have added a selection called Delivery Medium strictly for output purposes on transmittals. There is no functional impact of this...
You Won A New Project. Now What?
Fantastic news! You have been awarded a new project with a client you have never worked with before! Let the documentation fun begin! It is best to have all the information at the start, especially the information that is pertinent to setting up for project...
Document Control In Your Company
We are noticing that some companies are moving away from a typical Document Control department. For some companies it is not always feasible to have an entire department strictly dedicated to document control on their projects. So to streamline, they are dispersing...
Does Your Software Include Updates?
One of the more expensive and time-consuming aspects of buying software is updates. And upgrades. And patches. And fixes. They might be called different things but the bottom line is that you often get charged for them and have to spend time and effort to apply them...
11 Handy Benefits DocBoss Offers Document Controllers
DocBoss ensures your customers receive and access the documentation you send them. If you still use Microsoft Excel for document control as many companies do, you might be surprised about the automation that DocBoss offers to save you doing work manually. Here are 11...
How Do You Put A Dollar Amount On Document Control?
As a Document Control Lead for an Engineering company, I was often tasked with assisting in the estimating of Document Control costs for my group. It was a huge challenge trying to predict how much time and effort would be required. A lot of our job was reactionary at...
April 2021 New Release Notification
DocBoss has released our latest update for April 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. We've made updates to Card management so that you now...
Pump Selection White Paper
Most industry estimates peg energy as the largest single factor in pump life cycle cost — ranging from 40 percent to as high as 90 percent depending on the pump style and application. Pumps & Systems While US consumption of electricity dropped sharply in 2020 due...
How Do You Manage Project Documents Within Your Team?
Managing EPC project documents within your own team is just as important as issuing them externally. When a customer returns documents to you, is it difficult to keep track of each document while ensuring that it get properly handled by the appropriate staff member?...
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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