Stages

Articles

Stages & Stage Lists
Documents submitted to EPCs often must go through multiple issue purposes. While some documents may only be submitted as For Information or For Approval, engineered drawings can go through multi-step submittal processes. A common workflow fo...
Import Stage List from Admin
In order to bring a stage list into any project and have it available for any future projects, it must be created at the Admin level. If you create a stage list in the admin area AFTER you created your project, you can "import it" in...
Change stages on stage list from edit/assign screen
The assign slide-in show several pieces of information related to the stage list. The name of the stage list The option to edit the stage list directly Box for each stage, with the abbreviation and target. If you scroll over,...
Stage Abbreviation Adders (inside the status list)
In DocBoss the stage name adder is the text that a customer wants to be included on the cover sheet, Specifically if the next revision of a document that they returned as Approved with comments or Rejected. For example they may ask you to in...
Set Different Revision Numbers Per Stage
In the stage list, users can define the FIRST revision value of each stage by including first revision number and letter in “Custom Value” column. In the dropdown from column “Reset Instance Rev #” select “Reset to Custom Value”. T...