by Alina Sonke | Dec 14, 2024 | Product Tips & Tricks
Sometimes internal approval will not be suitable for a project’s needs, but a similar workflow with a structured internal review of documents is required. This article explains how to set up an internal routing stage using a combination of the stage list and...
by Carl Mueller | Sep 19, 2024 | Product Tips & Tricks
As projects increase in size and scope, more people get involved and more documents are passed back and forth for approval. Document changes occur that lead to more back and forth and another set of approvals must occur. Here are several articles that explain various...
by Alina Sonke | Jul 14, 2023 | Product Tips & Tricks
This is the fourth in a series of posts related too routing options inside DocBoss. The first three articles can be accessed here: Part 1, Part 2 and Part 3. In this fourth article, we will discuss customized routing. The routing scenario feature allows users to...
by Alina Sonke | Jul 12, 2023 | Product Tips & Tricks
This is a continuation of our series of posts regarding applying routing scenarios inside DocBoss. Click here to access the first post and click here to access the second post. In this third post, we’ll discuss the concept of applying routing scenarios. After...
by Alina Sonke | Jul 10, 2023 | Product Tips & Tricks
This is in the second in a series of articles regarding the topic of add/edit routing scenarios. Click here to access the first article. This article explains how to add or edit routing scenarios inside DocBoss. Add routing scenarios Typically, users will manage...
