Apply custom
workflows
Easily build, reuse, and apply workflows—whether you’re just sending files or managing complex approvals with suppliers, customers, and third parties.
All the features you need for seamless document control
Explore how DocBoss automates and streamlines every step of your document control process—from kickoff to final databooks—making your workflows smoother, faster, and more accurate.
Workflow Management
Simplify your workflow from start to finish
Automate document flow between your team, your customers, and your suppliers to speed up approvals and reduce manual tracking.
Apply custom
Approve supplier documents internally
Receive, markup, and review supplier documents before sending them to customers or adding them to your databook.
Send more than
just PDFs
Attach native files, comment files, and support files alongside each document—meeting every customer’s unique requirements.
Speak their language
Customize approval and issue purpose codes to match your customers’ and ensure they see all outputs using terms they understand.
Markup documents
Easily add markups, create markup sheets, and export comments to communicate changes clearly and efficiently.
DOCUMENT PLACEHOLDERS
Easily create and manage document placeholders
Streamline your document organization by auto-generating placeholders which are directly linked to your equipment data.
Auto-generate placeholders
Generate placeholders for every required document—engineered equipment (pumps, tanks, etc.) or manufactured products (valves, instrumentation). Upload Excel lists or let DocBoss generate them for you.
Link placeholders to equipment data
Each placeholder automatically pulls in metadata from your equipment (tag lists, serial numbers, line numbers, etc.), ensuring every document is linked to the correct equipment
Manage list
changes
If your equipment list changes, DocBoss automatically updates all placeholders associated with that equipment. Your documentation is always up-to-date, without manually tracking changes.
COVER SHEETS & SUPPLIER DOCUMENT INDEX (SDI)
Auto-fill customer cover pages in seconds
Not just cover pages… all templates! Auto-fill supplier document indexes (SDIs), transmittal sheets, stamps—even the content of submittal emails.
Auto-fill
templates
DocBoss automatically fills customer-supplied forms (cover pages, transmittals, and indexes) with the correct metadata, including submittal history, tag lists, and document data.
Add
eSignatures
Securely add eSignatures without disrupting documents—coversheets are applied first, ensuring signatures remain intact for final approval.
Customize output formats
Effortlessly apply custom headers, footers, and file names to any document (even locked files) to meet your customer’s specifications.
FINAL DATABOOKS
Effortlessly generate final databooks
Create fully bookmarked and hyperlinked databooks with a click, tailored to your customer’s specifications.
Generate
databooks
Generate final databooks (MRB, Mud Book, Quality Dossier, etc.) with a single click, including all required metadata and structured in the exact way your customer expects.
Meet rigid formatting requirements
Define codes and documents to be included in each databook. Add complex requirements like hyperlinked tables of contents and bookmarks based on your customer’s demands.
Auto-create
sub-books
Automatically generate MTR (Material Test Report) books
or packages based on equipment-specific heat or lot data, pulling in
the required library MTR files directly
Save or reuse complex structures
Save custom databook structures for future projects, reducing setup time and ensuring consistency across multiple projects or shipments.
Create MTR
packages
Automatically generate MTR (Material Test Report) books
or packages based on equipment-specific heat or lot data, pulling in the required library MTR files directly
Get into
the weeds
Need to remove cover pages? Add title pages, sub-sections, or some other nitty gritty detail? One click is all it takes.
Expediting & Reporting
Stay on top of deadlines with real-time reporting
Track document status, get automated reminders, and send expedite requests with ease.
Manage multi-project reports
View document status across multiple projects at once, helping you stay on top of deadlines and avoid last-minute scrambling.
Automate
reminders
Set up automatic reminders for overdue documents, ensuring no more delays due to missed deadlines.
Expedite
requests
Quickly send expedite requests to your suppliers or customers with customizable report formats and email templates, speeding up the review and approval process.
Document Tracking & History
Know exactly where your documents are, every time
Gain peace of mind with full visibility into document status, including history and location.
View full document history
View revision history and metadata anytime. Our comprehensive file history makes it easy.
Real-time
tracking
Track the real-time status of all documents in the approval or submission process, eliminating the need for endless follow-ups.
Exportable
history
Export document status history for external reporting or audits, making your workflow transparent and accessible.
FILE SHARING
Share all document files your way
Send documents to suppliers and customers without the hassle of email attachments or external file-sharing tools. Deliver files via secure links, direct emails, or bulk zip downloads—your choice.
Choose your sharing method
Send files directly by email for smaller documents or use secure download links for larger files—no need for third-party file transfer services.
Track every
download
Get notified when customers download files (and receive alerts if they don’t) so you can avoid delays and keep projects on track.
Streamline supplier collaboration
Provide a dedicated portal for your suppliers to upload and share documents. No more flooding your inbox with massive files.
Easily package submittals
Generate complete submittal packages in zip files. All set for quick upload to customer portals.
Request custom integrations
Need automated submittals to your customer’s system? We can build integrations—just ask us!
IT-FRIENDLY FEATURES
Appease IT with easy integration and management
DocBoss integrates seamlessly into your existing systems, with powerful options for managing users and data.
SSO and provisioning
Simplify login and access management across your organization with optional single-sign on (SSO) and optional user provisioning via SCIM.
API integration
Easily integrate with your existing systems. Sync library files, trigger new projects when they’re added to your order management system, and add equipment lists from your ERP.
Robust access controls
Leverage role-based access controls, customizable permissions, and confidential project settings to maintain control over who sees what.
Affiliate management
Allow multiple business divisions to operate within DocBoss via affiliates, and control affiliate access per user.
Cloud-based security
DocBoss is hosted in the cloud, and we take security seriously. We’re happy to answer questions about how we keep your data safe.
See how DocBoss automates document control for suppliers like you
Book a quick demo to see just how much time you can save with DocBoss.