Compare

Workflow – Making and Receiving Submittals

Track submittals (including due and return dates) to customers, suppliers, and 3rd parties

EDMS

CAD/Design Software

X

Sharepoint

X

Apply different coversheets based on submittal target (ie; customer, supplier, internal, 3rd party, etc)

EDMS

X

CAD/Design Software

X

Sharepoint

X

Package multiple documents into one file for submittal (ie; instrument data sheets)

EDMS

X

CAD/Design Software

Sharepoint

X

Auto-unpack on return to manage issues with all documents

EDMS

X

CAD/Design Software

X

Sharepoint

X

Add stamps with card-related data, tags, and numbers on outgoing documents

EDMS

SOME

CAD/Design Software

Sharepoint

X

Bulk upload and bulk assignment of files to placeholders and cards using file names or document numbers

EDMS

CAD/Design Software

X

Sharepoint

X

Use the embedded viewer to compare files and preview files during assigning documents + allow applying stamp templates

EDMS

CAD/Design Software

X

Sharepoint

X

Ignore uploaded file names (ie; auto-rename files on submittal with doc number, etc.)

EDMS

CAD/Design Software

X

Sharepoint

X

Databooks and Compilations

Choose which doc codes to include in the book and define sections and subsections

EDMS

X

CAD/Design Software

X

Sharepoint

X

Create many types of book for one project (ie; manufacturers record book, dispatch dossier, quality manual, technical dossier, etc)

EDMS

X

CAD/Design Software

X

Sharepoint

X

Easily create one book per order, tag, plant, or area

EDMS

X

CAD/Design Software

X

Sharepoint

X

Auto-generate section title pages, bookmarks, and hyperlinks

EDMS

X

CAD/Design Software

X

Sharepoint

X

Set pattern for table-of-contents and bookmarks (ie; Doc Number, Rev, Title, Tag)

EDMS

X

CAD/Design Software

X

Sharepoint

X

Include or remove document coversheets on final databook

EDMS

X

CAD/Design Software

X

Sharepoint

X

Add placeholder pages for 'N/A' or 'included-in-doc' codes

EDMS

X

CAD/Design Software

X

Sharepoint

X

Create quality packages from MTRs in library and construction router

EDMS

X

CAD/Design Software

X

Sharepoint

X

Formatting and Tracking

Allow customer specific document codes (A01, A02 etc)

EDMS

X

CAD/Design Software

X

Sharepoint

If using customer codes, allow mapping to internal codes for project reporting.

EDMS

X

CAD/Design Software

X

Sharepoint

X

Apply customer statuses on document return (1/2/3/4 or A/B/C/D etc)

EDMS

X

CAD/Design Software

X

Sharepoint

X

Use (and auto-populate) customer supplied templates for cover sheets, transmittal, document lists, stamps

EDMS

X

CAD/Design Software

X

Sharepoint

X

Configure transmittal numbering patterns based on customer requirements (T-001, TRANS-001, PO123-T-001)

EDMS

X

CAD/Design Software

X

Sharepoint

X

Automate document numbering for customer and internal numbers

EDMS

CAD/Design Software

X

Sharepoint

X

Copy projects for repeat jobs

EDMS

CAD/Design Software

X

Sharepoint

X

Track multiple numbers per document (user, customer, end user, supplier etc)

EDMS

CAD/Design Software

X

Sharepoint

X

Reporting

Track due dates, and expected return dates

EDMS

SOME

CAD/Design Software

X

Sharepoint

Dashboard showing all projects for each user, and key performance indicators

EDMS

X

CAD/Design Software

X

Sharepoint

X

Dashboard for all open actions for each user

EDMS

CAD/Design Software

Sharepoint

X

Run expediting reports across multiple projects

EDMS

CAD/Design Software

X

Sharepoint

X

Generate SDI (supplier document index) using customer supplied excel templates

EDMS

X

CAD/Design Software

X

Sharepoint

X

Show full submittal history in the SDI

EDMS

CAD/Design Software

X

Sharepoint

X

Quickly review full history of all submissions of the document (actual file sent, metadata, status etc)

EDMS

CAD/Design Software

X

Sharepoint

X

Manage and Create Cards

Build placeholder for all expected documents

EDMS

CAD/Design Software

X

Sharepoint

X

Generate document list by combining doc code and equipment list

EDMS

X

CAD/Design Software

X

Sharepoint

X

Upload document list from excel

EDMS

CAD/Design Software

X

Sharepoint

X

Manage different translations as separate documents, but link together

EDMS

X

CAD/Design Software

X

Sharepoint

X

Manage the PDF record, comment pages, and native files as one "document"

EDMS

UNSURE

CAD/Design Software

X

Sharepoint

X

Link equipment (tags) to every card. Auto-update when project changes.

EDMS

X

CAD/Design Software

X

Sharepoint

X

Support tagging hierarchy (major and minor equipment tags). Auto-update changes.

EDMS

X

CAD/Design Software

X

Sharepoint

X

Ensure at least one doc code is linked to every card

EDMS

X

CAD/Design Software

X

Sharepoint

Allow user to break large PDFs into components and submit separately

EDMS

X

CAD/Design Software

X

Sharepoint

X

Add custom fields and data types

EDMS

CAD/Design Software

X

Sharepoint

Checkin and checkout of native design files

X

EDMS

CAD/Design Software

Sharepoint

X

Version control of native design files

X

EDMS

CAD/Design Software

Sharepoint

Workflow – Card Lifecycle

Use issue purposes (i.e. IFA/IFC/As-built) to build complex workflows

EDMS

X

CAD/Design Software

X

Sharepoint

Change issue purpose based on document status (ie; code 1)

EDMS

X

CAD/Design Software

X

Sharepoint

X

Manage all documents (Design, Vendor, Quality)

EDMS

CAD/Design Software

X

Sharepoint

Workflow – Internal

Perform in-system squad check or prepare internal submittal

EDMS

CAD/Design Software

Sharepoint

X

Review and status vendor documents. Ensure acceptance before issuing to customer

EDMS

SOME

CAD/Design Software

X

Sharepoint

X

Route received documents to other users for input, review

EDMS

CAD/Design Software

Sharepoint

Track timelines, and receive reports based on completion/outstanding items

EDMS

CAD/Design Software

X

Sharepoint

X

Block submittals until review complete

EDMS

X

CAD/Design Software

X

Sharepoint

Apply simple markups in viewer

EDMS

CAD/Design Software

Sharepoint

X

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.

Contact Info

Toll-Free: 1-(888) 800-2506
info@docboss.com

Office Location

Suite 375
440 10816 Macleod Trail SE
Calgary AB Canada
T2J 5N8