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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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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