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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

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

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

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

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

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

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

Set from Project To set stage lists on a project, navigate to  Project Menu > Cards > Code List.

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

parameter to output formatting: Split can now be applied to all variable options in the TOC/Bookmark Card

These statuses can be viewed on the Card List inside your project. + : Document has been submitted to

Comment : Reserved for text added at the card level. This text is entered on the Info tab.

Project Menu > Cards In/Out > Outgoing Submittals > Scroll to bottom of screen. 1) Submittal Details

Add Doc Codes Into Project To add doc codes to a project, navigate to Project  Menu > Cards > Code List

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

use the Project Dashboard to view KPI's on your team's projects Learn how to use the Multi-Project Card

Navigate to the Equipment List Equipment (with related tags) must be entered into DocBoss to enable card