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on upload, and see the current status of the card. … Workflow Stages Reset due date on recurring submittals When a card is assigned to a recurring submittal … Bulk Processing Add Revision (editable) and Status columns User may now change the revision of cards

Fields & Equipment Types Import (and enable) custom fields, including doc code/card fields , equipment … stage lists to be imported (at project creation), enabling/disabling certain features (e.g., manual cards … expediting on or off for each target, and configure settings including the format of the report, how the cards

Show queue in brackets for cards with .atdc If there is routing assigned on a card, it will still show … This will include the variables (until it has actually been assigned) Once it has been assigned to the card … Card List Status Columns There are new status columns and filters, that break down the now Status(combined

Once selected, a new set of card-specific variables will be available to add. … To begin your submittals, navigate to Project Menu >  Outgoing Submittals , select the applicable cards … Only "separate file per submittal" templates can be used for this type of batching, which use card-specific

be assigned to its own card. … DocBoss will then assign the library document to the card, and update the document card title to match … In this case – DocBoss will search all library document meta-data for the reference of the document card

Once uploaded to DocBoss, you assign the drawing to the appropriate card . … Because the drawing was rejected, the card remains in the current stage (IFA) and you queue the drawing … If a new stage is not selected upon receiving an approved status, the card will move to status "1" and

Once the section is created, move the entire compilation structure (cards, sections, etc.) into the new … These arrays should be used within the and arrays in order to cross-reference card variables with the … To see specific card details (e.g., doc numbers, etc.), the compilation must be linked to the doc code

 only apply to cards associated with the sub-supplier selected for the charge. … project has been set up with the required information (Doc Codes with Levels and Equipment) and the cards … Quantity is automatically calculated (based on the total number of cards on the project), but can be

Note: Stages added to this library can only be added via the stage list editor on individual cards and … has been added to the library, it can be used when editing the stage list workflow on a particular card

Select cards, and initiate submittal Select the documents you wish to send and start the submittal. … For information on how to Set eSignature requirements per Doc Code (or Card) (Step 2), see our article

cards. … Document Codes & Cards Set the default fields for pre-established levels , and manage the handling of … Screen Specific Settings Option to set the file naming pattern for file downloads from the multi-project card

Then, assign the file to the index card. … Navigate to incoming documents ( Project Menu > Cards In/Out > Incoming Documents ) and upload the PDF … Navigate to the code list ( Project Menu > Card > Code List ), and set the index doc code type to "Generated

This option allows you to take a file from the card history and place it as the current file on a card … history and place it as the current file and data on a card. … For more information on Card History, see our article here .

the collapsed project card. … Now, if you have set up internal document codes, you can use them to skin the project cards. … Edit data on collapsed card view Administrators may now edit the data being displayed on all 5 rows of

In these cases, custom fields with custom lists need to be created on your Cards so that data will be … How to add the users list in the system Users lists can be set using custom Doc Code/Card Fields with

Cards in DocBoss have a workflow associated with them. … With proper setup and following procedures, DocBoss will automate the next required step in your card

Sort Cards in Compilation 2.  … The system-generated doc code title page includes the doc code name and a full list of the cards contained … For customers who are still working with hard copy's, the compilation cover page is typically inserted

Note for Admin users: to make changes to the overdue cards report, see Edit the Default Overdue Cards … horizontal scroll available in the default view Apply grid layout changes:  Choose whether to apply card … Use expandable grid (height follows row count): The default card list grid is fixed to the viewport height

Click on the applicable card under the Card Name (Auto) column to open the action. Step 2. … Once an Action has been applied to a card, it remains in the Outstanding Actions Grid until the Action … Review the details of the card included in the article Complete an Outstanding Action . Step 3. 

Card Management Merge Copy history when unmerging a card When a user disassembles a merged card, there … Now – users can edit merged cards, regardless of whether duplicates have been created. … in the assigned area using the same prefixes which are available on the full card list (i.e.