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Sometimes internal approval will not be suitable for a project's needs, but a similar workflow with a structured internal review of documents is required. This article explains how to set up an internal routing stage using a combination of the...

When working with a large number of assigned actions, users may prefer to complete actions in bulk. This also has other applications such as completing actions on behalf of another user. To begin, this option must first be enabled under the user's p...

The outstanding actions grid is used to display a list of all the current assigned actions: Actions can be checked in the Action Dashboard screen where all actions across all Projects are included ( Logo Menu > Action Dashboard ) O...

During the course of managing cards, you define routing and submittal requirements. This is typically managed by DocBoss as you upload documents to the system because you have already assigned your specific workflow instruction. However – Once ...

When cards are routed to other DocBoss users, the documents are moved to user specific work areas called Outstanding Actions . From here, users will make comments on the documents and have the option to upload a new version of the file (if requir...

Once an action has been applied to a card, it remains in the "Outstanding Actions" grid until all actions have been  completed.   To view all outstanding actions for an individual project, navigate to Project Menu > Outstanding Actions . To view...

Once an Action has been applied to a card, it remains in the Outstanding Actions Grid until the Action has been marked complete or REMOVED . You can view all Outstanding Actions (for all projects in your instance) OR you can view Outstanding Ac...

Some of the default routing which can be applied by DocBoss is applied in the background (when card changes stage). Some of it is applied only on the assign interface. Here is a description of the impact of bulk assign on default routing options: ...

Every time a new workflow stage begins, a card is set to NULL status (exceptions exist, but are not typical). Users may want to assign the card to a specific user, responsible to upload that card. This is done using routing scenarios . All ...

Default/forced routing can be defined for any stage. You can define an assignment for all cards which come back either as COMPLETE, or INCOMPLETE. 1. Review when stage is NOT COMPLETE If users set values for “Review when stage is n...