Stages

Stage lists provide a way to set different workflows for different types of documents. Whether a single or multi-step submittal process is required, stage lists allow you to move through these stages in DocBoss. By default, DocBoss pop...

Before using stages, a stage list will need to be created. Stage lists can be added/modified at the Admin level, as well as on individual projects. Create list (from Admin) To create a stage list that can be used on any project, navigate to ...

After creating a stage list, stages can be added to suit your company's process. If you are looking to modify stages on a stage list mid-project, see our support article:  Update/Change Stage List Mid-Project . To add a stage to a new stage lis...

After adding stages to a stage list, the list can be assigned to one or more doc codes. To assign a stage list to a doc code, navigate to Project Menu > Cards > Code List.  If you are looking to change an active stage list mid-project, see our su...

To provide an overview of the  stage list  workflow, a common scenario is outlined below. A common scenario is as follows: 1. A document is issued for customer approval (IFA) - Document return expected 2. Once approved by the custome...

By default, there are three system generated stage lists that are available in DocBoss: No Individual Submission IFI (No Return) IFA No Individual Submission Use this stage list for cards that do not need to be submitted to your cus...

Custom revision values can be set for each stage on any given stage list to suit your company's process and/or your customer's requirements. This custom value will define the first  revision number, with subsequent revision numbers being set manu...

When bringing in/returning a document, the stages of the selected stage list will appear in "Status and Routing" section of the processing form.  The information provided is as follows: 1. The stage list that is set for the card. 2. The stag...

If your customer updates their requirements mid-way through an active project, is is possible to update stage lists to align with the updated requirements. Changing Stage Lists If a stage list is being actively used on the project, it can no lon...

The stage library is a list of pre-defined stages that can be added to stage lists. Note: Stages added to this library can only be added via the stage list editor on individual cards and cannot be added to general stage lists. To acc...