-
IF statements can be used to apply patterns based on if a card falls into a certain requirement. For example, If a card type is manual, display as X, if a card type is auto-generated, display as Y.
An example of when this would be used is ...
-
Adding contacts to your customers allows you to select the contact in your project set up giving you the ability to know the project contacts at a quick glance. It also allows you to use that contact as a variable on any output documents (Cover ...
-
You may now add an unlimited number of global and project specific equipment fields. Global Equipment Fields When you set up global equipment fields they can be used in all your projects. The variables will remain constant, so you can create stand...
-
This is used to format the file names on any Outgoing Submittals.
To get here: Navigate to the Project Menu > Main and look in the Formats area.
Click on the Edit button.
Single pattern format
Single Pattern - Choo...
-
Assign returned files to cards and add their return status.
-
Query and export card data across multiple projects.
-
Add internal doc codes to use when customer lists are not provided or for mapping (cross-referencing) internal codes to customer codes.
-
Add doc code lists to companies for use on projects.
-
Last Updated: 09/16/2024
in Docs Projects SDI Reports
An SDI Report is a listing that details the full scope of documentation for a specific project. It could also be referred to as a Document Register, or Document Index. Some customers have this as part of their documentation requirements. They m...
-
Your browser does not support HTML5 video. The Auto-Reclaim feature allows users to complete the status of a document without uploading a new file. This is useful in situations where the customer approves a transmittal verbally or by email, b...