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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 ...
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Last Updated: 08/15/2025
in Articles Getting Started Sort, filter, and change view options in grids.
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Assign uploaded files to the applicable cards.
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Add customer approval status lists (or internal lists to track customer approval statuses).
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When a document it is returned by the customer with a status that have "stage complete" and this is the last or only stage, the cards it is marked as complete: Once a card it is marked as complete, there is no further workflow expected. If...
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Instructions for setting the cover page/stamp preference per doc code, and the associated impact(s). Instructions for setting an alternative cover page and/or stamp template are also provided.
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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 use...
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Overview The Status (Combined) column is a quick way to get lots of information about a card's current status and location. This column displays the following information about each card: Status Location, if not out with/pending to a submit...
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Information about the internal approval-related information in the workflow pop-up
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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.