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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.

Navigate to the card list for any project, select the card you want to include in the export and click … via the Bulk Doc Download button on the card list. … Current Files from a Single Project Users can extract the most recent file from multiple cards

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

, or apply the changes to other cards. … we display all cards to which you can apply the changes. … And on the cards assign interface, the system now shows all three stages:

level is set, the compilation must be attached to the doc code in order to generate the compilation cards … Note: Order level cards will be included in all the compilations as these are linked to all the items … a new pop will appear where can be selected only the Cards that need to re-generated at that moment:

via the Card List. … Navigate to the card list 1) drag and drop the zip file directly onto the card 2) Select the … the zip folder and upload the zip file as-is, you must drag and drop the zip folder directly onto the card

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

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.

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.

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.

*Note: You can create a copy/sheet of one CARD in the card list. … > You need separate cards. *Remember that a card is the smallest component. … specific units to each card.

Edit Popup Documents can be uploaded directly on the Card Edit popup to replace existing files with … the supplier (for example, as a quick fix when the incorrect file was previously uploaded to the card … example, “mark as transmittal,” have been moved to an Actions menu above the grid. 1.2 Upload File on Card

Once looking at the list of cards to sign, click on the card name to open for signature. … Navigate to eSign screen If cards have been assigned to you for signing, navigate to the actions list … If you open the card and are not the one scheduled to sign, you will not be able to apply your signature

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 .

The cards are then queued for return to their source. … That status is applied when cards first start the cycle. … It indicated the card may continue on its workflow after return to its source.

Let’s assume you have auto-numbered all cards. … Save and upload the CSV to see the changes on the card list. … When uploading doc numbers using the edit data via CSV from the Card List – you must add the word

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.

Any number of these can be selected. 1 - Assign reviewers to NULL cards: Applies to any cards which … (for cards with the applicable routing scenario assigned). … applicable cards. 2 - Internal approval: Only available if internal approval is enabled on at