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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

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

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

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

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

To send documents via an Ad-Hoc submittal: Step1: Navigate to the cards list, and select the documents

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

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.

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

Comment : Reserved for text added at the card level. This text is entered on the Info tab. … Assign a file to a card and once loaded, click the "View markup" box to enable the markup interface Click

Card Settings 4) Turn Around Days: set the number of days for document turn around after initial submission … Auto-Numbering Format:  set patterns for Customer and Supplier document numbering . 6) Other Settings: set a card

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

the grid, click "More Actions," and choose "Bulk Doc Download" to download the file assigned to each card … your user profile ( System Menu > Edit your profile > Permissions ) Once the action is complete, the card

Grids are available for both cards, and outstanding actions.

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