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Edit Popup Documents can be uploaded directly on the Card Edit popup to replace existing files with … the supplier (for example, as a quick fix when the incorrect file was previously uploaded to the card … example, “mark as transmittal,” have been moved to an Actions menu above the grid. 1.2 Upload File on Card

Open the Action Card Click on the applicable card under the Card Name(Auto) column of the grid. … Card Info Review the details of the card and update the primary revision number. … New File : this allows you to upload a new document to the card.

To resend or forward an outgoing submittal, navigate to Project Menu > Cards In/Out > Outgoing Submittals

To view the email delivery status of an outgoing submittal, navigate to Project Menu > Cards In/Out >

When cards are routed to other DocBoss users, the documents are moved to user specific work areas called … Once the action(s) is completed for that role (e.g., doc control) and the card moves to the next routing

Name: 4531KR-MR-001-01- 0 to exactly match the card document number. … Testing bulk match parameters Select the info icon for the card you wish to test with. … If the uploaded files don't match with any card, we show you an error in the top area of the matching

To change the history entries navigate to the Card history by clicking on the History icon on the Card … Every submittal starts a Send/Receive pair which can be found in the Card History. … automatically but it can be changed manually if any history entry needs to be hidden or enabled on the Card

The card list (via the " Status Combined " column) 2. … When routings are assigned on a card, a detailed overview of the internal approval workflow is available … If the card receives an approved internal status , the "approval" path will be highlighted in green.

For example, the user could save their changes (via "Save for later" button) and re-open the card via … However, in order to see markups applied by another user, the card will need to be closed and re-opened … When multiple DocBoss users are assigned an action on the same card, their review can  be completed simultaneously

How to display the column on the card list … Simply enable the Doc Number Pass Through (Supplier) for the code (or the specific card). … While you normally track the sub-supplier number in your card list (in the sub-supplier document number

DocBoss now allows users to expedite overdue cards from any project to any of the following groups (targets

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

Primary Doc Rev Warning: When there is a change to the doc card you have three options for a warning … change the primary rev number you will not get a notification Require New - if you make a revision to a card … mandatory that you also change the primary rev number Warn if not changed - if you make a revision to a card

card display Document Number The OR operator Use OR operator to take first non-null value. … An example change might be to use the upload file name, rather than the card pattern (doc number, etc … Usage Example: IF(" "="Manual", " "," ") Results: If Manual card display Reference If Auto-generated

Example : The ID number of the "Note" doc code/card field is 1. … & Equipment Types" tab and locate the section for the appropriate custom field type (e.g., Doc Code/Card

To assign a stage list to a doc code, navigate to Project Menu > Cards > Code List. 

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.

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

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

Card List The value(s) associated with each card will show in the card list automatically based on the … If the card is associated with more than one value, each value will appear (separated by commas).