Search results...

You can download a fully populated cover sheet from the card history screen , and attach prior to upload … the files manually, and then upload again to the completed book by assigning it to the compilation card

Project > Card States Project > Internal Approval Statuses Project->Project log Expedite … Report Project->Expedite Settings Project->DocCode list->Attach compilation Project->Card List … Stage Lists Library Folders Lists > Companies Lists > Companies > Contacts Multi-Project Card

This will create a card for each of the assemblies. … Just upload the tag specific MTR packages directly into the cards. … Each card will be filled with the correct MTRs for the specific assembly.

If there are other stage(s) after the routing stage, once all routings are complete the card will automatically … You don't need to view the internal review status as part of the card's combined status. … You want to apply an internal approval status to the documents and have this visible as part of the card's

NOTE: If you are looking for a "Standing Comment" you should enable a custom field for the card . … When to add comments Comments can be added during the assign process, directly on the Card through

Notification settings Email Type – Normal (submittals include multiple cards) or Each (ONE CARD per one … To see your outgoing submittals, navigate to Project Menu > Cards In/Out > Outgoing Submittals.

Updating it on the outgoing submittal will then update the date in the card history and all templates

Card grouping / sorting Users can decide how the expediting report will appear to customers with the … The list of suppliers is pulled from the tagged equipment list, major tags, and any cards with a manually

First, ensure the correct Stage List is selected for the doc code (or card).

Hover over text that appears with a double underline - for example, card list - to see a definition of

returned with comments from customer, once the changes are applied and the SDI is re-generated from the card

Variables A new set of variables are available for card specific templates

From the popup, select the card(s) to be voided from the submittal (1), and click  Void (2).

DocBoss now allows users to expedite overdue cards from any project to any of the following groups (targets

To send documents via an Ad-Hoc submittal: Step1: Navigate to the cards list, and select the documents

same as the tag numbers they could be easily matched in bulk process by DocBoss with the auto-created card

If Drawing: 4530KR-ISO-0001 -001 If Document: 4530KR-GEN-0001 Enable a custom doc code/card

project has been set up with the required information (Doc Codes with Levels and Equipment) and the cards … directly on the grid $ per doc (mgmt fee): Automatically calculated based on the total number of cards … DocBoss automatically determines how many documents should be billed, based on the card and the manufacturer

If Static selection is checked, users select each project to add to the card individually.

To assign a stage list to a doc code, navigate to Project Menu > Cards > Code List.