by Alina Sonke | Jun 14, 2025 | Product Tips & Tricks
The stage library is a list of pre-defined stages that can be added to stage lists. Note: Stages added to this library can only be added via the stage list editor on individual cards and cannot be added to general stage lists.To access the stage list library, navigate...
by Alina Sonke | Jun 12, 2025 | News and Events
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, click on the...
by Alina Sonke | May 28, 2025 | Product Tips & Tricks
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 customer, the document is issued for...
by Alina Sonke | May 26, 2025 | Product Tips & Tricks
Once a stage list with internal approval has been created, it will need to be set as the stage list for the appropriate doc code(s). The stage list can be set on a project individually. Alternatively, if you work with the same customer often (using the same code...
by Alina Sonke | May 23, 2025 | Product Tips & Tricks
To integrate internal approval into the document workflow, a stage list will need to be added that includes internal approval. If you intend to use internal approval on multiple projects, you can add the stage list at the Admin level. If you only plan to use internal...
