Code List

Overview of what differentiates a doc code from a card, and how they are related.

Instructions for adding doc codes to a project, both by importing from the company profile, and adding manually via CSV.

Overview of the key settings available for doc codes, and their impact on associated cards.

Instructions for duplicating a doc code, and why it is useful. Alternative approaches are also explored.

Instructions for setting up a package code, and the associated impact on the card list. Guidance around uploading documents and submitting the package are also provided.

This is the advanced guide to packages: how stage lists, statuses and synchronization actually behave, flow by flow. For what packages are and how to create one, start with the introduction: Create Package of Cards. Terms used on this page When ...