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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

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

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

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?

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

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

In this case, SEND records should not be disabled from the card history, and filtering the secondary … :  Each revision "grouping" will only populate data for secondary revision values that exist in the card

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 the

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

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

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

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

same as the tag numbers they could be easily matched in bulk process by DocBoss with the auto-created card

project has been set up with the required information (Doc Codes with Levels and Equipment) and the cards … quantity directly on the grid $ per doc (mgmt fee): Automatically calculated based on the total number of cards … DocBoss automatically determines how many documents should be billed, based on the card and the manufacturer

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

Example: If Drawing: 4530KR-ISO-0001 -001 If Document: 4530KR-GEN-0001 Enable a custom doc code/card

If Static selection is checked, users select each project to add to the card individually.