New Articles

  1. 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...
  2. 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 ...
  3. Configure Expedite Reports

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

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

    Instructions for enabling the internal approval feature, both at the admin and project level.
  6. 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).
  7. 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.
  8. Apply Internal Approval Stage List to Doc Codes

    Instructions for setting internal approval stage lists on doc codes (both at the admin and project level). Routing scenarios are also explored.
  9. Internal Approval Workflow (Example)

    Walk-through of a common internal approval workflow. In the example, the document is received, reviewed internally, and returned to the source. Once approved, the document is returned to the target.
  10. Edit the Default Overdue Cards Report

    The Overdue Cards Report is an internal tracking tool that users can enable from their profile. The report template format is editable. There is one report format shared across your system, and this can be edited from Output Templates. (Search fo...