The DocBoss Blog
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...
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...
5 Ways DocBoss Removes The Stress of Document Controllers
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...
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...
Can You Manage Document Control From Home?
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...
Managing Incoming And Outgoing Submittals
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...
Let’s Take A Closer Look At The VDR
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...
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...
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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