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Define which cards are to be included in the Reference you added. … Define which cards are to be included in the new Reference you added. … If we were to issue the IOM by “model” the card would show that we would be providing 3 manuals, and

reports (MTRs) stored in the library, the easiest way to automatically attach these to a project's cards … (Note: this step is important as this is what tells DocBoss to search for the library card with the pattern … that matches the card's reference .)

Project dashboard summaries are now called tiles (vs cards) to avoid confusion with document cards. … Manage Translations Auto-create (and manage) secondary cards to store translated versions of documents … Reports New Email report for overdue cards New Email report for submittals not downloaded by target

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

Variables Generally, submittals include multiple cards, therefore variables are restricted to project … See bottom of page if you need to send one email per card, and need document specific variables for the … ONE CARD per one submittal * Some customers have an automated document processing solution in place

of 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

additional flexibility is required Note : Manual cards are typically used for suppliers of equipment … Custom levels can be created if/when needed, and manual cards  can be used as an advanced option when … Optional - Add a query to mark cards as required/unrequired Select the codes from the grid that will

NOTE: If you are looking for a "Standing Comment" you should enable a custom field for the card . … If any of these variables are included on a template (and a comment is added to the card), the comment … When to add comments Comments can be added during the assign process, directly on the Card through the

In the assign screen, after dragging and dropping the file to the card: 1) Enter the number of pages … users can choose to include comment sheets using the checkbox on the outbound submittal grid (for each card

Our searches are heavily centralized on status. the status can be manually updated from the card list … You will lose the customer status field, making it hard to see what work is approved/not approved.

Fields & Equipment Types Import (and enable) custom fields, including doc code/card fields , equipment … equipment number, doc code level, stage list, etc.), 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

incoming submittals, (b) upload files to pre-existing incoming submittals, and/or (c) assign files to cards … However, reviewer user do have the ability to upload files directly to cards where they have been assigned

Once a complete status is assigned to a card (i.e., completing the current stage), a different stage … Once saved, the card will move to the first stage of the newly selected stage list (and skip any further

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

 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

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

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

Card Management Merge Copy history when unmerging a card When a user disassembles a merged card … 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.

Once a status is assigned and the card(s) is processed, the workflow will continue as defined by the … Once a status is assigned and the card is processed, the workflow will continue as defined by the stage … the grid, click "More Actions," and choose "Bulk Doc Download" to download the file assigned to each card

end of the email) and add the "Embed Card List" variable (by selecting it from the gear icon). … In the "Html template" section, click the area that you would like to add the card list (e.g., at the