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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...