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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

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

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

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?

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

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

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

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.

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

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

an expiration date and becomes due for review, the document will be highlighted in the grid and the "Card

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

To make the adjustment, navigate to Project Menu > Cards > Code List and from the "Eq#" column, select

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

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

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