problem. Every customer has different document codes, numbering formats, cover sheet templates, header and footer requirements, submittal protocols, and databook specifications. Managing all of this across multiple concurrent projects, using spreadsheets and email, consumes skilled project staff time, produces errors, and generates rejections that trigger costly resubmissions. DocBoss was designed from the ground up to eliminate that burden.

At the core of the system is the document register. DocBoss combines your order information with the customer's required document codes to build a complete, accurate register automatically. As orders change, the register updates with it. Your team never has to maintain it manually.

From there, DocBoss handles all the formatting and preparation work that normally falls on your project staff. Upload your original documents and DocBoss applies customer-specific cover sheets, stamps, headers, footers, page numbers, and file naming conventions automatically, every time a document is submitted. Customer-supplied templates for cover sheets, transmittals, and document indexes are loaded once and reused across projects. Transmittal numbering patterns, document codes, and statuses all follow whatever format your customer requires.

Submitting a package is a single click. DocBoss assembles the zip file, formats every document correctly, and generates the transmittal sheet, all in one operation. When documents come back from the customer, QR codes on outgoing cover sheets allow DocBoss to recognize them automatically, and OCR reads customer statuses and markups to simplify processing. Documents requiring further action are routed to the appropriate team member, and once corrections are made, they are queued for resubmission automatically.

For final project closeout, DocBoss generates fully compliant databooks and record books according to your customer's specifications. Sections, subsections, title pages, bookmarks, hyperlinks, tables of contents, and page numbers are all produced automatically. You can generate separate databooks for each piece of equipment or shipment from a single layout, and maintain multiple compilation types on one project, such as a manufacturer's record book, dispatch dossier, quality manual, and technical dossier, each with its own layout and document set.

DocBoss also supports your quality team. Material certificates, MTR packages, welding packages, and NDE packages are all managed within the system, keeping quality documentation organized and traceable alongside the rest of your project deliverables.

On the workflow side, documents can be routed to internal team members or sub-suppliers for review and input, with timeline tracking and reporting on outstanding items. Expediting reports run across multiple projects, and dashboards give every user a clear view of open actions, due dates, and project status at any time.

Because DocBoss is used by suppliers executing the same type of document control work across many different customer requirements, the product is continuously updated based on real-world feedback. When a new EPC requirement surfaces in the field, it has typically already been built into the system, and new development driven by customer feedback is included at no additional charge.

There is no software to install and no IT infrastructure required. DocBoss is cloud-based, accessible from any browser, and configured to your project and customer requirements without custom development.

For equipment suppliers where document control is a recurring cost center and a source of project risk, DocBoss converts that workload into a systematic, largely automated process, freeing your project team to focus on higher-value work.