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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.
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Instructions for setting internal approval stage lists on doc codes (both at the admin and project level). Routing scenarios are also explored.
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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.
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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 for ...
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Locking cards ensures that changes are no longer made. Once a card is locked, DocBoss starts tracking the State and stops that card from being automatically re-numbered. To identify if a card is locked, navigate to the card list and review the ...
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Documents that are available for submission (based on workflow) will automatically move to a queue located on the outgoing submittals screen. The grid in which they appear depends on the workflow target (b y default, it is the customer ).
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Manage large and/or specialty PDF files.
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Ensure Manual Cards are enabled on your project, see our article to learn how to enable this function: Enable Manual Cards
To bulk add manual cards, use the "Add/Edit Data via CSV" function. This option is available under the "More Act...
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Instructions to link a compilation (or compilation table of contents) to a doc code. Instructions to unlink are also provided.