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 Carl Mueller | Apr 5, 2025 | Product News
DocBoss offers a number of workflow options for you to take advantage of. You can view a list of topics in our workflow section on the DocBoss support website. You can also access our Comparison Page to see not only how DocBoss Workflow works, but how other features...
by Carl Mueller | Jul 3, 2024 | Product Tips & Tricks
DocBoss allows you to define a larger workflow for each document code. Maybe drawings must be issued as IFA, then IFC, then As-Built – BUT, what about calibration certificates? Surely those are only issued as IFR or IFI. DocBoss allows you to assign a default workflow...
by Carl Mueller | Apr 29, 2024 | Product Tips & Tricks
DocBoss has a number of great workflow benefits and features that you can take advantage of. One such benefit is Parallel Routing: Select multiple users per role. Users may now assign routing to multiple people for each role. All users must complete the review for it...
by Carl Mueller | Jan 13, 2024 | Product Tips & Tricks
Cards in DocBoss have a workflow associated with them. With proper setup and following procedures, DocBoss will automate the next required step in your card workflow. Workflow Option: Submit When you submit a document(s), you are creating a transmittal package and are...
