Whether orders come with strict document specs or none at all, DocBoss sets up the project, builds compliant submittals, chases late files, and compiles the final record books that release your payment.
Project templates carry the structure you want every job to start from, defaulting in your customer’s unique codes, statuses, and output forms while linking equipment data across every document.
Sending two hundred documents leaves endless room to transpose a tag or miss a date, risking a review cycle on a simple clerical error. DocBoss builds submittals from project data, runs internal reviews, and delivers via email, secure link, or portal zip.
Documents go late in more than one direction: missing supplier drawings and unreviewed customer returns cost you the same schedule. DocBoss tracks live document status across every project and expedites all parties at once.
Record books are the last thing between finished equipment and a paid invoice. DocBoss holds the structure and automatically compiles, bookmarks, paginates, and adds hyperlinks in the TOC for approved project files into spec-compliant dossiers.
Single sign-on and automated user provisioning through Microsoft Entra ID, Okta or Ping. Role-based access, per-user permissions, confidential projects and separate affiliates for separate divisions.
Get immediate answers from support teams who actually understand VDRLs, equipment tags, and databooks. No generic help desks, ticket runarounds, or explaining basic industry terms.
Deploy quickly with targeted guides designed to get live projects configured in days, not months. Standardize workflows, set up project templates, and put your team in control immediately.
Book a short walkthrough using your customer’s document spec, your equipment list, and your exact book format.
This is how engineered equipment suppliers use automated submittals to eliminate project delays.
“Some tasks that used to take hours, like revising cover sheets for thousands of documents, now take 5-10 minutes with…
Read Now“The tools used to track the status of documents required manual entry in multiple locations,” explains Kathryn Nikkanen, Senior Technical…
Read Now“We looked at other options, but we never found an equal. The system that DocBoss created was exactly made for…
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