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Step 3 of the eSignature process.
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Last Updated: 09/16/2024
in Docs Projects SDI Reports
Once the card is linked to the applicable SDI Report ( discussed in this article ) a Re-generate icon will appear in the Tools column of the Card List. This icon will only appear when it's applicable.
If the card is in an Outbound Workflo...
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In / Out Metrics
Submittals received:
The number of incoming folders created for the selected sources for the selected period of time.
We use the date of the folder
Files assigned (from submittals):
The number of files ass...
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Last Updated: 09/16/2024
in Docs Admin System Setup
Customize default settings for all projects.
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Looking for Internal Reporting? Check out the Metrics Report
Settings >Reports > Project Metrics
Set the Parameters
Select the desired filters for Projects and Output settings (1), then Generate report (2).
Output sett...
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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...
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When users build card lists with levels, such as one card per tag for example, but later realize that one card covers multiple tags, there is no longer a need for the additional cards. Rather than leave the original cards as pending, DocBoss...
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Every time a new workflow stage begins, a card is set to NULL status (exceptions exist, but are not typical).
Users may want to assign the card to a specific user, responsible to upload that card.
This is done using routing scenarios . All ...
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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.
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Last Updated: 09/16/2024
in Docs Projects Workflow Stages
The assign slide-in show several pieces of information related to the stage list.
The name of the stage list
The option to edit the stage list directly
Box for each stage, with the abbreviation and target. If you scroll over,...