
My Transition From An EPC Document Control Lead to DocBoss
This post was written by one of our staff members in our customer support department detailing her path from becoming…
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.
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).
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.
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