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Add custom library fields From the System menu , select Customization > Library card fields .

card. … are processed: On the Card List, cards with pending card to unit changes display the unit changes … Under the Cards heading, select Card to Unit Changes .

Card XYZ will appear. … CARD DEF: 1 linked unit (unit 3) If you change the model number on unit 3 from DEF to XYZ, then CARD … If it DOES go to OBSOLETE: Old cards can be re-attached to the new ones from the Obsolete Cards grid

To resolve card to unit changes, see  Process Card to Unit Changes . … DocBoss shows cards on the Card to Unit Changes screen when a user changes or adds a new equipment … value for those cards, AND the cards: have a file (active, or in their history), and have a doc code

: Enable Manual Cards To bulk load manual cards, use the Edit Data via CSV file function. … This button is located below your Card List grid. … For more information on editing cards via CSV click here .

DocBoss allows users to make changes to existing data in the Card List using a CSV (excel) file. … If you already have cards set up on the project they will be populated in the csv file. … You cannot edit existing tags in the Tag List column for manually created cards (as indicated by "*/"

the following situations: Red - If expected return of card is after due date. … Default Grid Row Colors There are two default grid colors that will appear in the Card List in … The system will also color a row red if the Action Due Date is after the Card Due Date.

During the course of managing cards you define routing and transmittal requirements. … If using routing scenarios , these can be applied to individual cards. … Step 1 Navigate to the history of the card Step 2 Click on the Edit icon Step 3 Make

Remember that if the card is already locked, marking a card as unrequired will move the card to obsolete … When DocBoss auto-generates cards (based on your selected LEVEL), it creates ALL possible cards. … If a card includes ANY unit which satisfies the query, the card is marked as required.

units to cards. … Create “Manual Cards” You can create cards manually (click plus in Card List) and assign all equipment … But - in many cases, those don't create the correct number of cards, or cards with the correct equipment

Select files to assign to the card Drag files onto card Select the destination for each file … drag/drop) When assigning files, if the user multi-selects 2 or more files and drags them onto a card … This allows you to upload comment and native files into the staging area, and include them to the card

How to create a Card Field The initial set up of the custom Doc Code / Card Field must be done by … You can add custom fields to your cards. Here's how to create and manage them. … To Get Here: Admin> (Customization) Doc Code/Card Fields You will then need to ADD (1) your

How to attach an obsolete card to existing card Navigate to Project Menu > Cards > Obsolete Cards … What is an obsolete card: When a locked card loses all of its linked units, it becomes obsolete … Obsolete Cards grid.

find card in Card List Card has incorrect document Cannot find card in Incoming Documents … Cards screen for the missing card ( Cards > Obsolete Cards from the project menu). … Cannot find card in Card List If a card is not visible in the Card List , try the options below to

On auto-created cards, you can split a card into two, and assign specific units to each card. … will be the ACTIVE card. … "Current card" refers to the card you originally clicked to get the pop up.

Users may want to assign the card to a specific user, responsible to upload that card. … All cards of the code will receive the same action defaults. … Every time a new workflow stage begins, a card is set to NULL status (exceptions exist, but are not

In DocBoss, we use RegEx to parse card metadata from the file names when using the Create Cards and Match

Item/Model was selected), the SDI Reports can be attached to each applicable Card in Card List. … If there is more than one Card created for the SDI Report (i.e. … ability to submit and manage an Index Report in DocBoss you must link the SDI Report to a Document Card

When uploading Manual Cards there may be some documents that have multiple pages related to one piece … generate] variable for the first drawing in order to generate the document numbers automatically for all Cards

Change eSignature type for a specific card: On each card, you can edit ONLY the TYPE of eSignature … Apply change to cards Note that if you change the eSignature settings on the code list AFTER the cards … already exist, you must apply the change to the cards.