Popular Articles

  1. Prices and Estimates

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Prices and Estimates
    The Prices & Estimates feature is designed to provide a detailed pricing estimate for the documentation fees related to a project. Once the project has been set up with the required information (Doc Codes with Levels and Equipment) and the ca...

  2. Compilation Templates (and Layout Impacts)

    Last Updated: 06/24/2025 in Docs Projects Compilations Options and Layout Layout and Styling
    Overview of the five templates used in compilations, and the impact of the templates on the overall structure.

  3. Advanced Library Queries (Pattern Search) for MTRs

    Last Updated: 09/16/2024 in Docs Library Material Test Report (MTR) Management
    For companies with large collections of material test reports (MTRs) stored in the library, the easiest way to automatically attach these to a project's cards is through a query with pattern search. Setup Before following these steps, the fo...

  4. Disable Equipment

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Equipment List Manage Equipment
    To delete/disable equipment from your equipment list, there are a couple of options. For single changes, you can click the delete icon. For multiple pieces of equipment, you can select them using the select boxes then click Disable S...

  5. Build Import File for Horizontal Layout

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Equipment List Horizontal Equipment List Upload
    This article explains how to format an equipment list file for upload using the horizontal layout feature. Topics Set up import file Add equipment units Define sub-line lettering Working with incomplete equipment lists ...

  6. Set default routing for complete and/or incomplete cards

    Last Updated: 09/16/2024 in Docs Projects Workflow Routing and Actions Routing Scenario
    Default/forced routing can be defined for any stage. You can define an assignment for all cards which come back either as COMPLETE, or INCOMPLETE. 1. Review when stage is NOT COMPLETE If users set values for “Review when stage is n...

  7. Add Custom Library Fields

    Last Updated: 07/11/2025 in Docs Library
    Instructions for adding additional library card fields and selecting which document type(s) they are available for.

  8. Create Cards and Match

    Last Updated: 11/18/2024 in Docs Projects Workflow Incoming Documents Bulk Process
    The  Create Cards and Match  option is available for documents related to Major Tags. This allows users to create cards from information in the file name, skipping the step to add manual cards on the project's Card List. When running bulk match, if...

  9. Edit Merged Cards

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Cards Edit Cards
    Sometimes, users may need to edit merged cards . In the Card List , select the Edit icon from the Tools column in the row for the merged card. (This can be done from other screens that show cards as well, but the options layout is somewha...

  10. List of Completed Submittals

    Last Updated: 03/25/2025 in Docs Projects Workflow Outgoing Submittals
    The last grid on the Outgoing Submittals page contains completed submittals. Project Menu > Cards In/Out > Outgoing Submittals > Scroll to bottom of screen. 1) Submittal Details Click on ...
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