by Carl Mueller | Aug 25, 2020 | Product Tips & Tricks
Let DocBoss append the cover sheets to every document, on every submission. By uploading your customers cover sheet template to the DocBoss system, you relinquish all of the manual work of completing the cover sheets to the system. DocBoss builds the cover sheets and...
by Carl Mueller | Aug 18, 2020 | Product Tips & Tricks
Suppliers often roll the costs for document control into the overall project cost. While this is suitable for large custom equipment – the costs for document control quickly become unsupportable for high volume, smaller equipment. The DocBoss quote module allows users...
by Carl Mueller | Aug 4, 2020 | Product Tips & Tricks
In typical fashion, your customer will provide a VDRL (Vendor Document Requirements List) – especially on larger projects. This is the core document related contract between customer and supplier identifying the types of document to supply, delivery timelines, and...
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...