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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

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

Notification settings Email Type – Normal (submittals include multiple cards) or Each (ONE CARD per one … To see your outgoing submittals, navigate to Project Menu > Cards In/Out > Outgoing Submittals.

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

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

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

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

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

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

As an example, let's say the "Status" column in an SDI should be highlighted in orange if the card has

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

Edit Provides user with editing permissions (e.g., edit card details, doc codes, etc.). … View Provides user with view-only permissions (e.g., view card details, doc codes, etc.).

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

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

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

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