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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

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

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

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

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

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

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

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

Once an initial document is brought in and assigned to a card, the internal approval cycle starts.  1

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

Once the action(s) is completed for that role (e.g., doc control) and the card moves to the next routing

Once the appropriate project is selected, navigate to Project Menu > Cards In/Out > Incoming Documents

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

In the card processing form, the revision number field will appear a prefix/suffix as defined by the

Reminder: To see specific  card  details (e.g., doc numbers, etc.), the compilation must be linked to

appear in this list *automatically* based on whether the supplier has been assigned to equipment or cards