-
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 ...
-
Customize expediting reports and select expediting recipients.
-
Overview of the internal approval feature, including a common workflow example.
-
Instructions for enabling the internal approval feature, both at the admin and project level.
-
Instructions for creating an internal approval status list, as well as adding and modifying statuses (both at the admin and project level).
-
Instructions for adding an internal approval stage to a stage list (both at the admin and project level). Workflow customization options are also explored.
-
Instructions for setting internal approval stage lists on doc codes (both at the admin and project level). Routing scenarios are also explored.
-
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.
-
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 ...
-
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 ...