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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.
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Instructions for enabling the internal approval feature, both at the admin and project level.
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Instructions for creating an internal approval status list, as well as adding and modifying statuses (both at the admin and project level).
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Instructions for adding an internal approval stage to a stage list (both at the admin and project level). Workflow customization options are also explored.