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

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

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

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:

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.

. 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

This gives the user a second chance to act on the card. … All returned files from a customer shall be assigned to a card and processed with return status and routing … 1) send the file to a sub-supplier or to internal (if they are not DocBoss users), or (2) route the card

called 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

> Library Card Fields . … Disabling the field and saving will result in the data being cleared from the card. … Add custom library field To add a new library card field, navigate to  System Menu > Admin >  Customization

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.

Adding/Editing Library Card Fields From the System Menu, select Admin > Customization > Library Card … Fields  to access the library card field list. … For more information about adding/editing Library Card fields, see this article .

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.

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

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,

If a card is created as a major tag card you can now change it to link to minor equipment (and vice … Bulk delete: You may now bulk delete manual cards and major tags from their respective grids. … versa) Select Stage List from Card Edit/Assign Screen To date, users could edit the stage

When editing data via CSV (e.g., card list, equipment list, etc.), special characters can be removed

, 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

This column displays the following information about each card: Status Location, if not out with/pending … When routings are assigned on a  card , a detailed overview of the workflow is available. … not yet made Not yet assigned a customer status, but has active file on the card Z System Completed

Better tracking for Card to Unit Changes: we've added a history record entry that appears when Card to … Projects (Individual) Doc Codes and Cards Manual card units simplified: we've added a "Select All" units … Filter cards by routing scenario: on the Card List, an in-column filter is available for the Routing