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new card. … be used in a different card. e.g. … So if auto-created card for Tag4 can't be used a manual card won't work in this situation.

set to "Item/Model (TE)"), the applicable report can be attached to each card from the card list. … In order to manage/submit SDI reports in DocBoss, the report must be linked to a card. … steps below: Step 1 - Ensure the doc code "Type" is set to "SDI Report" Navigate to  Project Menu > Cards

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

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

card. … Doc code list and card meta-data Variables for doc code list and card cross-reference metadata should … Card metadata Card cross-reference metadata variables can be added using the following format: (where

Create Copy Copying a card is useful when you require an exact duplicate of a card i.e. the second card … assign specific units to each card) - see article: Split a card (and split equipment list) . … An example might be a procedure card. i.e.

Package card - the card on the duplicated (compilation) code. … Finding the package from an Each card Every Each card links to the package PDF - in card info and on … Each cards - the individual document cards under the code marked (Each).

Identify manual history entries When manual changes are made to the active card, the resulting entry

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

When set to manual, no cards will be created and instead can be manually added on the card list (either … (TE)  and 5 cards would be created (one for each unique Tag No.) 3. … many different configuration options available that will directly impact the setup and management of cards

For example, If a card type is manual, display as X, if a card type is auto-generated, display as Y. … , but you'd like to use the "Document Number" for manually generated cards. … IF statements can be used to apply patterns based on if a card falls into a certain requirement.

temporary cards enables users to submit multiple documents simultaneously. … These act as separate cards with their own workflow and can be merged at the user's convenience. … Incoming Documents 2.1 Temporary Cards for Simultaneous Submission In this release, a new feature called

to several cards this can be assigned in bulk: 1) Select the cards you want to update. … List and these are automatically applied to the auto-generated cards and also to manual cards. … From Card List There are several ways to change the initial submission dates on the Card List: - Under

> Library Card Fields . … Disabling the field and saving will result in the data being cleared from the card. … Updates can also be made to pre-existing library card fields by clicking the pencil under "Tools."

Card List > Other Actions. … See Create Cards and Match for details. … Updated UI: the interface for adding new library cards and editing/assigning files to existing cards,

Overdue cards Email notifications sent daily or weekly listing all overdue cards (as well as cards approaching … Changes to card status/stage Email notifications sent daily or weekly listing all changes to card's status … Output can be filtered by a pre-established multi-project card report filter set .

Once the changes are saved, these cards will be moved from the Card List to Obsolete Cards . … or already processed. - NULL cards are automatically removed from the Card List … Changes apply differently to cards linked to both active and disabled units, compared to cards linked

These Cards are no longer part of the Card List and they are automatically moved to Obsolete Cards screen … Note: Void cards will be included in the Document Index with the exception of Z State Cards (NULL Cards … "Show Cards in All States" and "Show Obsolete Cards in Index".

(see article: Card State )) . … If left unchecked, only active cards (i.e., cards in state "A") will be included in the report. … Show Manual Codes w/o Cards - Show doc codes with the level set to "Manual" but do not have any cards

Better tracking for Card to Unit Changes: we've added a history record entry that appears when Card to … up to 1000 cards (previously 250). … Filter cards by routing scenario: on the Card List, an in-column filter is available for the Routing