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new card. … to be used in a different card. … History and active file of a Card can be moved to a different Card in the Document History .

You can define an assignment for all cards which come back either as COMPLETE, or INCOMPLETE. … Review COMPLETE cards (before completing stage) If users set values for “Review before completing … stage” the system will automatically enable the routing to the selected users when cards are returned

. sheet 1 of 1 if only one Card). … "Sheet Adder" was created to allow users to count the number of sheets on the Manual Cards (i.e … number but it can be removed from the Project Field Template > set “Display Sheet Adder for Manual Card

Create Copy Copying a card is useful when you require an exact duplicate of a card i.e. the second … are impacted, you can SPLIT the card (and assign specific units to each card). … An example might be a procedure card. i.e.

Stamp templates can also be set per card, through the  Stamp Template column on the Card List. … Card, BUT every time a new file is assigned, the card will be reset to the default (from the code) … If changes are made on the doc code, and set "Apply Cover Page/Stamp (to Cards)", the cards are updated

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:

[don't want to overwrite a complete card] The card is "MANUAL". … the EDIT card screen per below image). … User has downloaded, fixed and uploaded the file back to the card.

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: … To select many cards at once, filter for all the cards which require the date changed, then check "Select

If FIRST applies the selected filter to all cards, THEN displays the cards based on the filtered cards … There is only one project with matching cards, and now instead of 76 cards, the card is showing the details … These settings will inherit to each card.

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 … to "Show Cards in All States" and "Show Obsolete Cards in Index".

Cards (individual) Create Manual Cards (bulk load) … When creating a manual card, the secondary code(s) can be chosen in the "Create a New Manual Card" screen … For more information regarding Manual Cards see our articles: Enable Manual Cards Create Manual

For more information on Locking Cards or to Lock the Cards manually click here. … Locked Cards Submitting the SDI Report through DocBoss will lock all cards on a project. … If the card gets returned (or marked) a complete (approved) status, the card becomes locked, the re-gen

cards. … ) Do NOT create a new card – update existing card to new reference KEEP document numbers KEEP … A new card is created for the new reference (NEW number, COPY ALL HISTORY to this new card) Link created

The card is in queue to submit to the sub-supplier (-), but... ...before the card will be visible in … The card is in the queue to submit to the customer (+), but... ...before the card will be visible in … This column displays the following information about each card: Status Location, if not out with/pending

Available Calls Cards (Documents) Card Data by Card ID Cards Modified After Date Get File … Library Card Data by Card ID Search Library Cards Update Library Card by ID Upload File … Disable Library Card by ID Get File Status Get Library Card Status Get Library Folders

, if needed) Card list queries Set up logic to tell DocBoss which cards are required and which … Card history Understand the way DocBoss tracks card history (for troubleshooting and revisions … are not Card to unit changes Manage cards that were sent to customer prior to an equipment change

pattern for cards field. … Cards by another field. … If the selected pattern is "Reference", the Cards inside the Compilation will be sorted by the Card Reference

New card pattern will be added to the selected cards … TOC/Bookmark pattern for cards This pattern will define the general output for cards … Depth of TOC: 3 Depth of TOC numbering: 3 Start of TOC numbering: 1 TOC/Bookmark pattern for cards

In card list, check the "Same Doc (except tag)" field for all cards with attached cards (where only the … We want to preserve EVERY card. Accept all card unit to changes. … For all obsolete cards, make decision if cards should be reattached. i.e.

list of an Auto-Generated cards, you can now convert the card into a manual card and make the required … Manual Cards for Tagged Equipment Add Manual cards (link to either major tags or tagged equipment) … Manual cards allow users to add (or upload) cards, while manually selecting the appropriate doc codes