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DOCUMENT CONTROL FOR Pressure Vessels & Custom Fabricators

Document control for coded work

Your customer dictates document codes, return statuses, numbering, and formats. Your internal shop approval route remains yours. DocBoss holds both: customer submission requirements mapped into the project, internal approval workflows running inside it, and every record tracked until MRB closeout.

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Built for shops that design and manufacture to code

ASME stamp holders (U, U2, U3) manage heavy sub-supplier loads, internal engineering routing, and complex, report heavy MRBs and other dossiers. Because document lists are engineered per job, DocBoss automates the tracking, routing, and turnover packages that follow.

Building line heaters, exchangers, or packaged skids as well? Visit DocBoss for Engineered Equipment Suppliers.

What DocBoss takes off your plate

Keep your internal shop workflows intact while automatically delivering client-compliant submittals and MRBs.

You hand off
DocBoss hands back
You hand off
The customer’s submission spec

Their document codes, return statuses, numbering, cover sheet and SDI formats.

DocBoss hands back
A project set up their way

Statuses in their language, their codes mapped to yours, templates ready, a placeholder tracking every document the job owes.

You hand off
Returned drawings, comment sheets and all

Each return as the customer sends it back.

DocBoss hands back
Resubmittals that close the loop

Each return statused in the customer’s language, the re-issue tracked, history carried on the cover page and the SDI.

You hand off
Certificates and test records

Mill certificates and PMI reports as procurement produces them, test reports as the job produces them.

DocBoss hands back
MRBs and turnover packages

Books to the customer’s layout, certificates matched to equipment, the table of contents generated for approval at kickoff.

Their format on the outside. Your process on the inside.

Customer submission specs only dictate outward-facing codes, statuses, cover sheets, and SDI layouts; not internal shop review steps. In DocBoss, internal approval routes are yours to set: assign stages per doc code, route to reviewers in sequence, and hold documents out of customer queues until internal checks clear.

Workflows run by issue purpose (Issued for Approval, Issued for Construction) so shop floors work strictly from approved revisions.

  • Returned client comment sheets are carried alongside the drawing to engineering.
  • Approved-with-comments drawings can run dual tracked workflows—releasing fabrication while resubmittals close out.
Learn more about Workflow Management

Heat numbers, certificates, and the traceability question

Material certificates and PMI reports enter the library during procurement, allowing one certificate covering multiple heats to be stored as a single record. Once you supply heat-to-vessel correlations, queries attach matching certificates across hundreds of pieces at once, flagging unmatched items without partial-match guessing.

  • NDE, radiography, and dye penetrant reports attach to equipment in bulk from testing logs.
  • Cert matches resolve via single fields or combination references (e.g., Heat + PO Number).
See Document Placeholders

Sub-suppliers, and what they owe you

Custom fabricators sit on both sides of project document control: submitting outward to clients and receiving inward from sub-suppliers.

DocBoss provides sub-suppliers with a dedicated portal to upload deliverables and collect returns, routing files directly into your project review queue.

  • Enforce sub-supplier fabrication release gates as required stages in the review cycle.
  • Run two-direction expediting: track client return delays and chase pending sub-supplier paperwork.
Explore Expediting & Reporting

Not everything on the list goes to the customer

Weld logs, internal calculations, and sub-supplier records belong on the master project document list without necessarily going to the customer. DocBoss lets you hide internal items from submittals, package multi-file attachments, or hold records back exclusively for final MRB compilation.

See how Submittals work

See DocBoss run your next
coded job

Bring your client’s submission requirements. We’ll set up the project in their exact formats while keeping your internal engineering and shop workflows intact.

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FAQs about pressure vessel & custom fabricators

Get answers to questions about how DocBoss helps custom fabricators and pressure vessel builders.

Still have questions?

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Our customer didn’t send document codes on this order. Do we have to invent some?

No. Where the customer supplies codes, they are mapped to your own internal codes, which is the usual fabricator setup. Where they don’t, the project runs on your internal codes alone, set up from your own project template, and everything else on this page works the same way.

A drawing came back approved with comments. Can fabrication proceed while the re-issue is prepared?

Yes. DocBoss runs two tracked workflows on the one document: the shop proceeds against the approved return while the corrected re-issue closes the formal cycle, and the two merge on completion.

One mill certificate covers several heats, and no single field on it is unique. How does matching work?

Library fields are yours to define, and a field can hold several heats on one record. The match runs on whatever resolves to one certificate, usually a combination: heat plus purchase order, or purchase order plus line plus receipt. DocBoss attaches what resolves, reports what did not, and does not guess from a partial match.

Explore document control resources built for custom fabricators

Practical guides, templates, and insights to help heavy fabricators streamline VDRLs, track MTRs, and build client-ready turnover packages.