by Carl Mueller | Jul 25, 2020 | Product Tips & Tricks
Best practice is to provide a transmittal sheet with every submittal, listing every document being submitted. Of course, DocBoss has our own default templates, but if your customer requests that you complete their template (often so they can easily upload to their...
by Carl Mueller | Jul 16, 2020 | Product Tips & Tricks
When submitting vendor documentation, it is critical to cross reference all of the relevant equipment. Generally, customers request that you provide tag number relationships for every submitted document. DocBoss not only ensures you have provided this data, but...
by Carl Mueller | Jul 4, 2020 | Product Tips & Tricks
Of course, not every vendor is skilled at document control. Whether they provide you a list of documents (fabrication vendors), or you help them by auto-generating the full list of required docs (instrument & valves vendors) DocBoss helps you track missing...
by Carl Mueller | Jun 8, 2020 | Product Tips & Tricks
A lack of proper execution leads directly to more stringent submission requirements on the next project. It is our assumption that formal procedures are not common at supplier organizations. We suggest suppliers need to put more focus on building formal document...
by Carl Mueller | May 7, 2020 | Product Tips & Tricks
How difficult is it for you to track documents sent to your customers and ensure that they were received, or that you received returned documents from them? When working with customers by email, everyone has a case of a document not received. With DocBoss, you send...
