Comparisons | Docboss

Workflow – Making/Receiving Submittals

Features	DocBoss	EDMS	CAD/Design Software	Sharepoint
Track submittals (incl due/return dates) to customers/suppliers/third parties
Apply different coversheet based on submittal target (customer/supplier/internal/3rd party)
Package multiple documents into one file for submittal (package of instrument data sheets for example)
Auto-Unpack on return to manage issues with each/any document
Add stamps (with card related data - tags, numbers) on outgoing documents		Some
Bulk upload / bulk assignment of files to placeholders/cards (using file names/document numbers)
Use embedded viewer to compare files, preview files during assigning documents, allow applying stamp templates
Ignore uploaded file names - auto-rename files on submittal (with doc number etc)

Databooks/Compilations

Features	DocBoss	EDMS	CAD/Design Software	Sharepoint
Choose which doc codes to include in the book. Define sections/subsections
Create many types of book for one project (manufacturers record book, dispatch dossier, quality manual, technical dossier)
Easily create one book per order/tag/plant/area
Auto-generate section title pages, bookmarks/hyperlinks
Set pattern for table of contents and bookmarks (i.e. Doc Number / Rev / Title / Tag)
Include/remove document coversheets on final databook.
Add placeholder pages for N/A or included in doc codes
Create quality packages from MTRs in library, and construction router

Formatting and Tracking

Features	DocBoss	EDMS	CAD/Design Software	Sharepoint
Allow customer specific document codes (A01, A02 etc)
If using customer codes, allow mapping to internal codes for project reporting.
Apply customer statuses on document return (1/2/3/4 or A/B/C/D etc)
Use (and auto-populate) customer supplied templates for cover sheets, transmittal, document lists, stamps
Configure transmittal numbering patterns based on customer requirements (T-001, TRANS-001, PO123-T-001)
Automate document numbering for customer and internal numbers
Copy projects for repeat jobs
Track multiple numbers per document (user, customer, end user, supplier etc)

Reporting

Features	DocBoss	EDMS	CAD/Design Software	Sharepoint
Track due dates, and expected return dates.		Some
Dashboard showing all projects for each user, and key performance indicators.
Dashboard for all open actions for each user
Run expediting reports across multiple projects
Generate SDI (suplier document index) using customer supplied excel templates
Show full submittal history in the SDI
Quickly review full history / all submissions of a document (actual file sent, meta data, status etc)

Manage/Create Cards

Features	DocBoss	EDMS	CAD/Design Software	Sharepoint
Build placeholder for all expected documents
Generate document list by combining doc code and equipment list
Upload document list from excel
Manage different translations as separate documents, but link together
Manage the PDF record + comment pages + native files as one "document"		Unsure
Link equipment (tags) to every card. Auto-update when project changes.
Support tagging hierarchy (major and minor equipment tags). Auto-update changes
Ensure at least one doc code is linked to every card
Allow user to break large PDFs into components and submit separately.
Add custom fields/data types
Checkin/checkout of native design files
Version control of native design files

Workflow – Card lifecycle

Features	DocBoss	EDMS	CAD/Design Software	Sharepoint
Use issue purposes (i.e. IFA/IFC/As-built) to build complex workflows
Change issue purpose based on document status (i.e. code 1)
Manage all documents (Design, Vendor, Quality)

Workflow – Internal

Features	DocBoss	EDMS	CAD/Design Software	Sharepoint
Perform in-system squad check or prepare internal submittal
Review and status vendor documents. Ensure acceptance before issuing to customer.		Some
Route received documents to other users for input, review.
Track timelines, and receive reports based on completion/outstanding items.
Block submittals until review complete.
Apply simple markups in viewer.

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