How To Use Internal Approval In DocBoss

Critical project documents often go through 5 to 8 review cycles before achieving final approval, leading to an exponential administrative workload to track comments and revisions. Source: FIDIC (International Federation of Consulting Engineers) standard contract documentation review protocols.

I recently had a conversation with a potential DocBoss customer asking about the internal approval features of DocBoss, as it’s an area they struggle with.

How do you handle internal approval of documents and is it something you wish you could do better?

We recently updated our DocBoss support website and one of the resources we added to is the section on Internal Approval. Here are a series of articles we’ve written beginning with an intro to the topic along with specific resources on how to use this great feature.

Introduction to Internal Approval

Overview of the internal approval feature, including a common workflow example.

Enable Internal Approval

Instructions for enabling the internal approval feature, both at the admin and project level.

Create/Modify Internal Approval Status List

Instructions for creating an internal approval status list, as well as adding and modifying statuses (both at the admin and project level).

Enable Internal Approval on Stage List

Instructions for adding an internal approval stage to a stage list (both at the admin and project level). Workflow customization options are also explored.

Apply Internal Approval Stage List to Doc Codes

Instructions for setting internal approval stage lists on doc codes (both at the admin and project level). Routing scenarios are also explored.

Internal Approval Workflow (Example)

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.

Internal Approval Workflow Pop-Up

Information about the internal approval-related information in the workflow pop-up

If you’re also interested to learn about how DocBoss handles Outgoing Submittals, check out our dedicated page which discusses this topis.