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COVER SHEETS & SDIs

Auto-generate cover sheets and supplier document indexes in your customer’s layout

DocBoss fills the forms your customer supplied: cover pages, supplier document indexes, transmittals, stamps, and the submittal email itself. Their format, filled from project data, with the submittal history, tag lists and document data already in place.

  • Customer-supplied forms filled from project data, regenerated at each submittal so the data is current.
  • Populates full submittal history and tag lists, regardless of form length.
  • Headers, footers and file names applied across every document, including locked files.
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5 ways DocBoss masters the paperwork side of your project

Match their exact format, eliminate data drift, handle massive volume, and cut paper-based rejections, even on the most awkward files.

01

Format

Deliver your customer’s exact form, complete with their columns, headings, logo, formulas, and formatting. DocBoss populates your project data into their layout so it looks just like you filled it out by hand. You get all the automation without ever asking customers to accept a different format.

02

Accuracy

Cover pages regenerate automatically at submittal, so revision, status, and history match the document’s live record rather than whatever was true when someone last typed it.

03

Volume

Scale across hundreds of project submittals without adding clerical headcount. Populating customer forms takes the same minimal effort at document one and at document nine hundred.

04

Rejections

Eliminate costly rejections caused by paperwork and formatting mistakes. Getting the submission apparatus right ensures your engineering team only spends review cycles on issues worth dealing with.

05

Depth

Multi-page cover sheets, long tag lists, locked manufacturer PDFs, per-code stamp rules, custom signature ordering—bring on the weird requests. DocBoss is built for them, keeping complex contract specs from stalling your deliveries.

Auto-fill your customer’s cover pages, indexes and transmittals

Book a live walkthrough to see how you can handle hundreds of complex, multi-page customer forms in seconds—even on locked manufacturer PDFs.

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HOW IT WORKS

From cover pages to locked PDFs, format everything to their spec.

Banish manual typing and PDF stitching. Apply custom headers, footers, and target-specific file names across all your project files automatically.

Auto-fill any customer-supplied template

Cover pages, indexes, transmittals, stamps, and databook templates populate automatically in your customer’s layout. Upload their form, mark the fields, and DocBoss fills it with your project data, including email submittal notifications.

Submittal history on the cover page

Populate history blocks automatically from the document’s live record, showing exact send dates, return dates, and statuses. Because it is generated rather than manually maintained, the record never drifts.

Show your customer what changed since last time

Automatically highlight changed values, updated metadata, or added/cancelled documents on recurring index submissions. Give customers instant visibility into progress without forcing line-by-line manual comparisons.

Locked and awkward files

Apply cover pages, headers, footers, and custom file names to locked manufacturer manuals where manual merge tools fail. Process malformed PDFs without broken files or merge errors.

Cover pages that are more than one page

Customers often require multi-page cover sheets with revision histories, equipment lists, and document data on separate pages. DocBoss generates these complex multi-page covers automatically at any volume.

SDIs in the customer’s own format

Generate live document indexes directly into customer-mandated PDF or Excel layouts, complete with full submittal histories, dates, and calculated columns. Control display rules for missing, superseded, or merged codes.

Headers, footers, and files names across everything

Apply customer-specified headers, footers, margins, and font sizes across every page of every document. Define target-specific file naming patterns for EPCs and sub-suppliers with conditional rules for edge cases.

Cover page or stamp, decided per document code

Set explicit rules per document code for cover pages, drawing stamps, both, or neither. If a drawing lacks physical room for a required stamp, DocBoss automatically applies a cover page instead.

FAQs about Cover Sheets & SDIs

Get answers to questions about DocBoss’s Cover Sheets & SDI function

Still have questions?

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Every one of our customers wants a different cover page. How much setup is that per customer?

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.

Our customer’s table of contents is their own spreadsheet with their own columns. Can DocBoss fill that, or do we get a DocBoss-shaped index?

Theirs. The index is generated into the template you upload, and the PDF and spreadsheet versions are separately designed so each matches what they asked for.

Our customer wants their cover page and our own team prefers a different layout. Do we have to produce both?

No. Templates are set per target, so your customer receives theirs and your team sees the one it prefers, from the same data.

FAQs about Cover Sheets & SDIs

Get answers to questions about DocBoss’s Cover Sheets & SDI function

Every one of our customers wants a different cover page. How much setup is that per customer?

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.

Our customer’s table of contents is their own spreadsheet with their own columns. Can DocBoss fill that, or do we get a DocBoss-shaped index?

Theirs. The index is generated into the template you upload, and the PDF and spreadsheet versions are separately designed so each matches what they asked for.

Our customer wants their cover page and our own team prefers a different layout. Do we have to produce both?

No. Templates are set per target, so your customer receives theirs and your team sees the one it prefers, from the same data.

Still have questions?

Contact Us

Cover sheet and index guides

Guides to template setup, index configuration and output formatting.