Know the scope of the document deliverables, before you even get started.
Defining the document index at the start of a project helps both you and your customer. But while the effort is valuable, it can be painstaking and time consuming. And if a change order is en route..? DocBoss helps you build the document list quickly, and keeps it up to date as equipment lists change.
Start with the list of vendor document requirements (VDR)
In DocBoss, you translate (upload) your customer’s VDR into our document requirements screen. We then use this critical data to help you define the specific registers required on the project, their due dates, and the databooks.
On less formal contracts (or if your customer doesn’t provide VDR), you define your own project requirements. Just because your customers don’t have a formal process, doesn’t mean you won’t benefit for a process of your own!
Tag to Document Relationships
Build the perfect document list quickly and easily
Automate the document numbering, for yourself, and for your customer.
Are you charging for your document work?
Supplier 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 to make use of the docboss structure to define the document requirements, and provide a clear, easy to read, quote for document services. Generally provided as an appendix to the equipment quote – it makes your document quotes consistent, and gives your customers a detailed breakout of the work they are receiving. Lastly – it helps define the price structure at the quote stage, so variations can be negotiated as the project grows in scope.
Send your documents. Send them like the wind.
Customers are customers. But when they have incredibly rigid submission requirements, the challenge increases. Quickly configure every aspect of your submission protocol on a project by project basis, while keeping your side as consistent as the tides.
Tired of building and attaching cover sheets?
Apply custom headers and footers to every page of every document
Other output templates – transmittals and index reports
When it comes to overall project tracking – your customers will often provide a template for that purpose. With DocBoss – this document is simply another template to upload. Because DocBoss tracks all of the required data, you can simply regenerate the index / tracking report exactly in your customer’s format, at any time. Even if it is required on every submittal! All of the data is perfectly tracked in the system and reported to your customer on their template. They’ll never know you are using DocBoss.
Ensure document delivery
Be the Boss of your Documentation.
With our new project dashboard and easy to run searches, you’ll amaze your friends, and stun your co-workers. Stay on top of all of your projects, even as you’re being pulled in many directions.
Document Compilations (Databooks, Record Books, Dossiers etc..)
As the last step in the project document process, most jobs require some compiled set of documents for final submission. Enter the Databook.
Configurability is key, as your customers have a wide variety of expectations for databook outputs. Bookmarks, hyperlinks, specific codes included/excluded, indexes, section covers, tag lists, with/ without cover sheets. DocBoss allows you to configure the books, and then generate them with a click of a button. Maybe you need a book for each major tag? Done.
Of course, maybe your customer doesn’t have a databook requirement. Who says you can’t just deliver one to upstage your competitors?
Lemme outta here!
Maybe you need to prepare a CD for a project. Or maybe you’re just done with DocBoss for awhile…
At any point, you can take a full backup of your project from DocBoss. Every version of every document can be downloaded in a bulk archive action. Whether you just want a local copy, want to remove the project from DocBoss, or want to stop your subscription, the data is your, and you can get it anytime you like.
Get those holdbacks released, and wrap this baby up!
Finally finished all of the submissions? All documents approved? Time to build those databooks. But – you’ve worked so hard already – let DocBoss take it from here. Within a few button clicks you can generate the completed databooks, burn a CD, and archive your project to your own server.
Being able to see all projects in one view is a nice way to kick off your weekly review. Filter, group and organize projects as you see fit, apply lenses to only show the types of documents you care about, and drill down into any value you find surprising. As a document controller looking to identify late items, or a project manager trying to get an update before a client meeting, we’ve got you covered.
Current location and due dates
Assign documents to your team for review
Chase down the missing documents
Query by vendor, project, tag, due date etc. Create expedite requests, and fire them out to your vendor. Again – if using auto-generated registers, you could easily issue the complete document list (not just VDR codes) when you issue the PO.
Moving documents through multiple issue purposes. E.g. IFA, IFC, As-Built)
DocBoss allows you to assign a default workflow to each type of document (code). Once a document has been approved by the customer (i.e. code 1), DocBoss will bump the stage, and wait for the register to be re-filled with the IFC document.
Also – maybe you need an intermediate stage to ensure the approved document is returned to the vendor to start manufacturing. All part of stage workflow in DocBoss.
Have questions? Need a demo?
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