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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.

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

. 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

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

[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.

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.

All returned files from a customer shall be assigned to a card and processed with return status and … We give a warning when there is no action assigned, to give a second chance to act on 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

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

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

, 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

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

Auto-Generated cards are created by selecting a Level for each Doc Code on the Code List (Requirements … Therefore two cards get created Similarly: If you have 3 pieces of equipment, and there are two … unique model numbers, when you choose Model as your Level, then you would have Two cards created.

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".

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

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