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Last Updated: 05/27/2026
in FAQ General FAQ
By default, reviewer users do not have the ability to (a) create new incoming submittals, (b) upload files to pre-existing incoming submittals, and/or (c) assign files to cards within incoming submittals via Incoming Documents. However, reviewer...
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Last Updated: 05/22/2026
in Articles 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 list,...
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The "Main" tab of the Project Configuration page is where many of the project options are configured. This article explains the various options available on this page. The first time a project is started, this screen defaults to the Quick Start ...
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Last Updated: 05/19/2026
in Release Notes Current Releases
Here's a list of updates found in our May 2026 release. Key Updates Grid Improvements The code, card and equipment list grids will now be fit to the size of your screen, and scrolling will occur from within the grid. These changes make it easie...
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Last Updated: 05/19/2026
in FAQ General FAQ
Notes that have been documented in the "Project Notes" field on the Project Configuration page ( Project Menu > Set Up > Project Configuration > Other Data ) can be accessed on pages related to submittals, both incoming and outgoing. If enable...
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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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If a document undergoes internal review and receives an "approved" status , the internal approval workflow is considered completed. If a new document is received for a card which is already considered internally approved, the card can go through ...
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Last Updated: 05/13/2026
in FAQ General FAQ
The projects with cards in the queue for submittal can be identified from the project list ( Logo Menu > Project List ). Each submittal target (customer/sub-supplier/internal) has a separate column which can be filtered using a variety of differen...
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Creating a temporary card allows users to track two workflows, and combine them back together after the temporary workflow is completed. For example, if a drawing is returned from the customer with status “Approved with Comments, Resubmit”, the us...
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Last Updated: 05/11/2026
in Articles 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...