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For information on how to Set eSignature requirements per Doc Code (or card) (Step 2), see our article

Grids are available for both cards, and outstanding actions.

been processed, a popup message will appear advising this, and the Unprocessed grid will not show any cards

This should be created as custom doc/card code columns. … upcoming development items to fully comply with the spec include an option to zip of each document card

Stamps can be applied on the document Viewer once the file has been assigned to the Card.

completion of a stage will either (1) prompt the start of the next stage (if applicable), or (2) set the card

purposes: To show which types of documents are included in the project To create auto-generated cards

still required and/or in use on project or output templates: Project (Main) Fields Doc Code/Card

organization's MTR records No need for document controllers to upload or assign MTRs individually to cards

Once an initial document is brought in and assigned to a card, the internal approval cycle starts.  1

to NDE log: Test/Certificate Number Set Type to Generated Sub-supplier Set Stage List to "Hide cards

create more than one major tag, but you will be forced to select a value for all fields when adding cards

Set from Project To set stage lists on a project, navigate to  Project Menu > Cards > Code List.

appear in this list *automatically* based on whether the supplier has been assigned to equipment or cards

parameter to output formatting: Split can now be applied to all variable options in the TOC/Bookmark Card

NOTE: YOU MUST link the compilation to a Doc Code in order to see card specific details (doc numbers

These statuses can be viewed on the Card List inside your project.

Comment : Reserved for text added at the card level. This text is entered on the Info tab.

Project Menu > Cards In/Out > Outgoing Submittals > Scroll to bottom of screen. 1) Submittal Details

Comment : Reserved for text added at the card level. This text is entered on the Info tab.