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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

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

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

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

A sequence is an incremental number of all cards entries. … If unchecked, all cards will be incrementally numbered throughout all doc codes. … required to have a customer doc number entered you can check this and it will not let you add a new card

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

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.

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

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

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

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. … Note that if "Send the original document + cover page" option was checked for the card and a new cover

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.

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