Type an order, style or PO number and DociToci writes a brief of where it stands from every email and document that names it: what is open and with whom, the dates ahead and its history, each point linked to its source.
The video plays from YouTube when you click it.
Step by step
- Open Order tracker from the menu, under Follow up.
- Type an order, unit, style or PO number in the box, for example BW-5512, and click Open.
- Wait while DociToci reads every email and document that names the number and writes the brief. This takes a minute or two; you can leave the page and come back.
- Read the status at the top: where the order stands, in a few sentences.
- Check Open for what is still waiting, marked on us or on them, and Coming up for the dates ahead.
- Read History for what has happened so far, in date order.
- Click a number in square brackets, or a file in the list at the bottom, to open the email or document it came from.
- Click Pin to keep the order at the top of the page. Click its number under Pinned: to open it again, or × to unpin it.
- Click Write again for a fresh brief. Otherwise the brief is kept for the rest of the day.
Good to know
- Each person's brief is made only from the emails and documents they are allowed to open.
- If nothing is found, check the number, and whether its emails and documents have synced.
- The page address includes the number, so you can bookmark a brief or send the link to a colleague.
- Order numbers on the Calendar open their brief here.
Who can do this: Everyone. Package: Team and above. Questions? Write to hello@docitoci.com.