Default/forced routing can be defined for any stage with DocBoss. You can define an assignment for all cards which come back either as COMPLETE, or INCOMPLETE.
1. Review when stage is NOT COMPLETE
If users set values for “Review when stage is not completed”, the system will automatically enable the routing to the selected users when cards are returned from customer with incomplete status (i.e. with comments or rejected).
2. Review COMPLETE cards (before completing stage)
If users set values for “Review before completing stage” the system will automatically enable the routing to the selected users when cards are returned in final status (i.e. approved).
In this case, once assigned, users shall complete the action in order to set final status to the Card.
Want to learn more? Contact us to set up a free online demo to see how DocBoss can help you.