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In the assign screen, after dragging and dropping the file to the card: 1) Enter the number of pages … users can choose to include comment sheets using the checkbox on the outbound submittal grid (for each card

Once a complete status is assigned to a card (i.e., completing the current stage), a different stage … Once saved, the card will move to the first stage of the newly selected stage list (and skip any further

Once a status is assigned and the card(s) is processed, the workflow will continue as defined by the … Once a status is assigned and the card is processed, the workflow will continue as defined by the stage … the grid, click "More Actions," and choose "Bulk Doc Download" to download the file assigned to each card

end of the email) and add the "Embed Card List" variable (by selecting it from the gear icon). … In the "Html template" section, click the area that you would like to add the card list (e.g., at the

Grids are available for both cards, and outstanding actions.

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

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

Our searches are heavily centralized on status. the status can be manually updated from the card list … You will lose the customer status field, making it hard to see what work is approved/not approved.

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

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

Identify the comment pages on the assign screen Drag the file onto the card, then in the Active File … To keep them, select the Add received comment pages checkbox for the card on the Start Submittal screen

an expiration date and becomes due for review, the document will be highlighted in the grid and the "Card

LEVEL to NDE log: Test/Certificate Number Set Type to Generated Sub-supplier Set Stage List to "Hide cards

First, ensure the correct Stage List is selected for the doc code (or card).

Hover over text that appears with a double underline - for example, card list - to see a definition of

automatically  (other than the stage list selected as the default for new doc codes - Advanced > Doc Codes & Cards

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

Set from Project To set stage lists on a project, 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