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Internal Approval Workflow (Example)

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...

Assigning Workflow In DocBoss (Video)

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...

Document Workflow Within DocBoss (Cards)

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...