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Menu > Cards > Card List). 2) Drag and drop the zip file directly onto the appropriate card. 3) Select … via the Card List. … To attach a zip folder directly onto a card, follow the steps below: 1) Navigate to the card list (Project

You can test the cover page for any card. First navigate to the card history screen. … You can do this by clicking the history icon in the tools column of the card list for any specific card … Its nice to open a few cards with different tag lists - ideally a card which has lots of tags to see

Submittals per card: Total # Documents OUT / Total number of cards submitted e.g. … If only one card was transmitted, but that card was sent 5 times, the result would be 5/1 = 5 Average … A card can be submitted many times.

Edit Card This is the ability to Edit the card in its current status. … Move the active file to a different card This will remove the active file and the history from this card … The history of all cards is actively captured in DocBoss.

Card List Add warning to card (color the row) when action due date is after card due date. … On CSV upload - identify card rows by Supplier Doc No (and card ID) to avoid duplication of cards. … card fields, as well as equipment line number lists as columns in the assign card grid.

to card   call. … The Overdue Cards Report Overdue cards report format changed from html to xlsx. … Card List New Look for Card List Filters: filters and filter sets on this screen have been adjusted

With this information, the card list can be reviewed and any outstanding cards can be completed. … If all cards are in a complete status, the project will be completed. … will appear indicating the number of cards that are not completed.

to the appropriate card. … Process In bulk Select multiple cards from the grid Drag and drop the cards into the "Process In Bulk … Process individually Select the applicable card from the grid Drag and drop the cards into the "Process

the file to a new card. this is the only option if there has been actions against the card since the … If you make a mistake assigning files into cards, you can undo it 2 ways From the assign screen … These actions will put the document BACK into the Unassigned tab, where you can again drag it onto the card

It also lets the statuses flow correctly i.e. 2022-07-01 cards a,b,c in from internal 2022-07-01 cards … c,d,e in from internal 2022-07-04 cards c,d,e out to customer (statuses recorded) 2022-07-05 cards a … ,b,e in from customer (statuses recorded) 2022-07-07 cards a,b in from internal 2022-07-08 cards a,b

It is often useful to identify which cards have changed when resubmitting a package or compilation to … With a revision index page, DocBoss will check each card included in the package/compilation. … If the card has changed (identified by a change to its revision number), DocBoss will mark it in a grid

(e.g., card title, doc no.' … The cards included in the report will be those that are included after filtering the card list. … Intended purpose/use case: Downloading a snapshot of a filtered list of cards OR the cards selected by

applied from the Card List . … Apply routing scenarios to cards If a routing scenario is only required for specific cards, it can be … After creating routing scenarios , users can apply them to doc codes or cards.

Then - Set levels to generate the list of cards. - Go to card list, and compare the results (qty of docs … PRO: + Very quick to setup. + No matching of auto generated cards to customer cards + No manipulation … IFA/IFC for drawings. + Allows you to manage sub cards.

Null cards When a NULL card has been routed to a DocBoss user(s) (either using a NULL routing scenario … Cards with a file attached If the action due dates of multiple cards (with different statuses) should … By default, both selected cards and NULL cards will have their due dates adjusted after saving, but the

Filtering the Card List and Multi-Project Card Report . … Stages New options for stage list Hide Cards in SDI : This will hide cards which use this stage … Section Title Page templates: Data from Library Cards: When pulling data from cards

Navigate to the card list for any project, select the card(s) you want to include in the export and click … via the Bulk Doc Download  function on the card list. … After clicking "Apply," the files from the selected card(s) will be prepared.

headers/footers to individual cards on the card list. … To set headers/footers per card, select each card from the card list, open the "More Actions" menu, and … Custom doc code/card fields:  To increase simplicity, custom doc code/cards fields that are enabled on

Auto-Defined (default) When using auto-generated cards, each card has a set of equipment linked to … Order LEVEL Cards are "Auto-Overridden" For cards set to the ORDER level, DocBoss automatically sets … When it comes to the sub-suppliers associated to a given card, the Sub-Supplier List determines

Some of the default routing which can be applied by DocBoss is applied in the background (when card … assign on default routing options: Doc Code Routing (for NULL status) This is applied only when cards … If you are completing one stage, and the NEXT stage has internal routing, then YES, the card will get