Open the flagged document
Start with AUTOMATION / DKT-042. The record stays connected to Sam Kelly and its project context.
Let the paperwork arrive ready to review.
Use the Docket workflow to bring incoming document information, matching and reviewer decisions together.
Invoice & quote intakeProject matchingException reviewSource references
See it with your workflow See automation & review in actionInteractive example
StelixAutomation & review
Sample workspaceWORKSPACE / AUTOMATION & REVIEW
Automation & review
Follow the highlighted record through a typical project workflow.
PROJECT RECORDSSample data
AUTOMATION / DKT-042 · Sam Kelly
Match uncertainProject correspondenceLatest updates and decisions
RecordedSupporting documentsDrawings, references and attachments
Available| Project context | Details |
|---|---|
| Supplier | Example Frame Supply |
| Document type | Supplier quote |
| Source | QS-1042.pdf |
AM
Connected to the project
The people, source information and next action stay together.
01 / A day in the project01 02 03
Docket · Quote QS-1042
Watch the example above, pause at any point, or click through the steps yourself. The walkthrough uses illustrative data and shared Stelix components.
Check the suggested project
Update matched project from “Riverside · Needs confirmation” to “RVR-024 · Riverside residences”.
Confirm the match for the review queue
The reviewer confirms the project match while retaining the original quote reference.
02 / Keep the work connected
See the next part of the workflow.
Explore the related tools that bring the office, site and business together.