Search results...

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

To see your completed submittals, navigate to Project Menu > Cards In/Out > Outgoing Submittals. 

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

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

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

Card Settings 5) 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 . 7) Other Settings:  Set a card

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

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.).

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

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

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.

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

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

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.