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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 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...
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Last Updated: 05/11/2026
in Articles Projects Workflow Stages
When bringing in/returning a document, the stages of the selected stage list will appear in "Workflow (Overall)" section of the processing form. The information provided is as follows: 1. The stage list that is set for the card. 2. The stag...
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A distribution list defines the recipients of a submittal. The list of recipients is commonly included on the transmittal summary (depending on your transmittal template).
Topics
Add/apply distribution list on project ...
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The email templates that are used when creating outgoing submittals can be defaulted on each project. To update the default email template, navigate to Project Menu > Set Up > Project Configuration. From the "Main" tab, navigate to Submittal ...