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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

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.

customers allows you to re-use them in any of their Projects and the easiest way to automatically build the Card … Learn more about Doc Codes: Mapping customer codes to internal codes Differences between Codes and Cards

Drag the page(s) across to the card list. … DocBoss allows the user to select individual pages from a multi-page pdf, and assign them to separate cards

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

Details on filtering the multi-project card report can be found here . … Filtering "Other Data" on Multi-Project Card Report First thing is to bring the Other Data column into

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

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

Note for Admin users: to make changes to the overdue cards report, see Edit the Default Overdue Cards … Changes to card layout should be applied:  Choose whether to apply card list layout changes globally

designate a set of pages as the package comment sheet which will be circulated with each individual card … Package comment sheet During the unpacking process, comment sheets are often provided for each returned card

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

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.

The list of suppliers is pulled from the tagged equipment list, major tags, and any cards with a manually … report format must be selected (either HTML or Excel), and options can be adjusted pertaining to the way cards

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

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

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

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.

If you look at the card list - you will see the list of custom values related to the card. … Equipment List - is where you can enter/edit the values How are they linked to my cards?

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