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...
by Alina Sonke | May 21, 2025 | Product Tips & Tricks
Internal approval is often of interest to companies who assemble engineering documentation on behalf of their customers. They want to work with their suppliers to ensure the documents are correct, prior to sending them on to their customer. Before using internal...
by Alina Sonke | Sep 25, 2023 | Product Tips & Tricks
Internal approval is often of interest to companies who are doing some engineering work on behalf of their customer. They want to work with their suppliers to ensure the documents are correct, prior to sending them on to their customer. When enabled, an internal...
