New Articles

  1. Remove Special Characters from CSV

    Instructions for how to remove special characters from CSV exports (e.g., card list, equipment list, etc.).
  2. Stage List Workflow (Example)

    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...
  3. Assign Stage List to Doc Code

    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...
  4. Add Stage(s) to Stage List

    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...
  5. Create Stage List

    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 ...
  6. Configure Expedite Reports

    Customize expediting reports and select expediting recipients.
  7. Introduction to Internal Approval

    Overview of the internal approval feature, including a common workflow example.
  8. Enable Internal Approval

    Instructions for enabling the internal approval feature, both at the admin and project level.
  9. Create/Modify Internal Approval Status List

    Instructions for creating an internal approval status list, as well as adding and modifying statuses (both at the admin and project level).
  10. Enable Internal Approval on Stage List

    Instructions for adding an internal approval stage to a stage list (both at the admin and project level). Workflow customization options are also explored.