
August 2025 Release Notification
DocBoss is happy to announce our latest release for August 2025. You can view the full release by clicking here and…
When routings are assigned on a card, a detailed overview of the internal approval workflow is available. This pop-up can be viewed in two places:
1. The card list (via the “Status Combined” column)
2. The outstanding actions form (via the “Review Progress” workflow viewer)
The pop-up provides information about (1) the past workflow that has occurred, (2) the future workflow that is expected to occur, and (3) where in the workflow the card currently stands.
Once a review status has been applied, the current and *expected* future workflow will highlighted. If the card receives an approved internal status, the “approval” path will be highlighted in green. If rejected, the “rejection” path will be highlighted in red.
If the next reviewer provides a different status that the previous reviewer, the path will change to reflect the most recent status.
The approval path reflects the workflow as defined by the stage settings (e.g., the “Confirm the Source” and “Continue Stage After IA” settings).
Example: In the above example, both the “Confirm to source” and “Continue stage after IA” settings are enabled. As a result, once approved, the document will be queued for submittal to the source (e.g., sub-supplier). Once submitted to the source, the document will be queued for submittal to the stage target (e.g., customer).
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