Create Copy
Copying a card is useful when you require an exact duplicate of a card i.e. the second card should be linked to exactly the same set of tags and codes, its is just a different file. An example might be a procedure card.
i.e. On the Card List you can click the "Create Copy" in the tools list.
Create Sheet
This is really designed when you have a drawing, but have multiple pages related to one piece of equipment. It will increment a sheet number in DocBoss (and give it a separate doc number, but keep it connected to the same equipment/tags.
There are 3 options for creating a sheet:
- Single sheet - Creates a single new sheet
- Multiple sheets using default name and title - Creates multiple new sheets (the number of sheets created is defined by the user)
- Split the file across sheets - Creates as many sheets as their are pages in the uploaded document. The main card retains the full (multi-page) file, and each sheet will receive one of the individual pages.
Note: If you need to send different documents applicable to different tags, you can either (a) update the doc code level (to generate the correct number of cards linked to the appropriate units - see article: Configure Doc Code List) OR (b) split the card (and assign specific units to each card) - see article: Split a card (and split equipment list).