Once a stage list with internal approval has been created, it will need to be set as the stage list for the appropriate doc code(s). The stage list can be set on a project individually. Alternatively, if you work with the same customer often (using the same code list), the stage list can be set from the company profile.
Set from Project
To set stage lists on a project, navigate to Project Menu > Cards > Code List.
In the doc code grid, click the cell drop-down in the "Stage List" column and choose the appropriate stage list from the available options. Once the stage list has been set for all appropriate doc codes, click "Save."
To set the stage list for doc codes on a project, the stage list must first be created/made available on the project (Project Menu > Set Up > Stage Lists). If the stage list with internal approvals was created at the Admin level after the project began, it will not be automatically available (must be imported via "Import for Instance" button).
Recommended: Applying routing scenarios
Once the stage list with internal approval has been set on the appropriate doc code(s), you can pre-select internal routing via the "Routing Scenarios" column. If a routing scenario is not set, document routing will need to be manually selected for each document that requires internal approval.
You can choose to use a pre-existing routing scenario (if applicable), or create a new routing scenario by clicking "Add New."
A form will appear to the right. In the form, enter a name and choose the appropriate DocBoss users from the "Internal approval" section. Once complete, click "Save."
Set from company profile
To set stage lists from the company profile, navigate to System Menu >Lists > Companies > [Company Name]. From the company profile, navigate to Profile Menu > Doc Codes.
In the doc code grid, click the cell drop-down in the "Stage List" column and choose the appropriate stage list from the available options. Once the stage list has been set for all appropriate doc codes, click "Save." If you would like to apply routing scenarios, it can be done from the project.
To set the stage list for doc codes in the company profile, the stage list must first be created at the Admin level (System Menu > Admin > Stage Lists). If the stage list with internal approvals was created in a project, it will not be available as an option.