Search results...

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 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

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

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

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

Apply routing scenarios to cards If a routing scenario is only required for specific cards, it can … be applied from the Card List . … 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.

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.

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

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

Alternative Approaches Copy a Card Useful when an exact duplicate of a pre-existing card is required … See this article for more information:  Create Package of Cards . … See this article for more information:  Split a card (and split equipment list) .

Card management The ability to Edit the Stage and all Card metadata from each particular entry of … Card History is now available. … Compilations/Packages Update to the auto set to Hide Card from Customer When Cards, that already

cards. … doc codes or cards. … User Interface Update grid on the card list The grid has been replaced on the card list.

Card list > Status combined column 2. … Once processed, the card status changes to X. … Once uploaded to DocBoss, you assign the document to the appropriate card.

Exclude cards in this stage from the overdue cards report:  If checked, cards in this stage will be excluded … This option is intended to be used with "each" cards in packages, where cards can be given a status individually … after unpacking the returned package card.

Affiliates on library cards By default, all cards uploaded to a library will be assigned to the default … name in the card history - either uploaded or issued). … the fields you can use to find the search for the correct card.

To be able to see "Out of Workflow" Cards, click on “Show”. … *Note that the Card is already processed so it’s Out of Workflow. … For more information about accessing a cards history, click here.

Click on the applicable card under the card (Auto) column of the grid. … Once an Action has been applied to a card, it remains in the Outstanding Actions Grid until the Action … Step 2 Review the details of the card included in the article Complete an Outstanding Action .