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Created On: 04/10/2025
in Docs Projects Workflow Stages
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...
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Published On: 04/07/2025
in Docs Admin User Management Instructions for setting a user as a commercial contact (i.e., a user responsible for contract-related activities)
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Created On: 04/07/2025
in Docs Projects Workflow Stages
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...
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Created On: 04/07/2025
in Docs Projects Project FAQ Instructions for how to remove special characters from CSV exports (e.g., card list, equipment list, etc.).
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Created On: 04/04/2025
in Docs Projects Workflow Stages
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...
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Created On: 04/04/2025
in Docs Projects Workflow Stages
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...
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Created On: 04/04/2025
in Docs Projects Workflow Stages
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...
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Created On: 04/04/2025
in Docs Projects Workflow Stages
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 ...
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Customize expediting reports and select expediting recipients.
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Overview of the internal approval feature, including a common workflow example.