DOCUMENT CONTROL FOR Valve & Instrument Suppliers

Document control that starts from your equipment list

Valve and instrument document lists are derived straight from your equipment tags, models, and assemblies. DocBoss combines customer codes with your tag list to build document placeholders before files exist, then tracks every submittal through final databook.

Built for the way valve and instrument orders actually run

Smaller shops mostly want the transaction work off their desks: the cover pages, the transmittals, the tracking. Larger ones also want the same order handled the same way every time, whoever runs it and wherever it runs. DocBoss is bought for both.

Typing the equipment list, tag by tag

On valve and instrument orders, document lists are largely derivable from your equipment list. DocBoss combines customer document codes with your equipment list to generate placeholders for every required document before a single file exists.

Equipment imports accept multi-column valve, actuator, and positioner lists, automatically splitting parent units from sub-units and deduplicating model groups.

• The document list exists at project start, before any
file does
• Tags added later arrive with their expected documents tracked the same way
• Where a customer sends no document codes, the project runs on your own internal codes, set up from your own project template

Cover pages and metadata on every document, every issue

Because every document links directly to your equipment, and often to many tags at once, cover page metadata is inherited automatically rather than typed. DocBoss applies customer-specific cover sheets complete with tag data, revision numbers, and full submittal histories on every issue. It simultaneously records the submittal data for the customer’s SDI and generates transmittal logs, eliminating hours of repetitive clerical data entry.

The approval that has to reach the factory

On instrument and valve work, customer drawing approval is only half the job. That approval must reach the sub-supplier before manufacturing can begin. DocBoss allows you to embed factory release as a gated workflow stage. The step cannot be skipped, requires no manual chasing, 
and maintains an exact record of when release approvals were issued.

When the equipment data lives in your ERP

Whether your equipment data originates in a quote spreadsheet (with valve, actuator, and regulator columns) or as an instrument list inside your ERP, DocBoss ingests it directly. As order volume grows, connect DocBoss via API to push equipment updates directly from your ERP, keeping tag changes and submittal requirements synchronized without manual re-imports.