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Cards: https://vimeo.com/410162006 How to: enable manual cards, add individual manual cards, and … , enable custom card fields on a project, and view custom card fields in the Code List and Card List … as unrequired in the Card List and automatically set cards as unrequired with a query 5 - Manual

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. … Once selected, the card(s) you selected will be prepared.

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 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

each file to the appropriate card. … Card Name (Auto) which is always "code_reference" (e.g. … Instead of users individually dragging files into each card, DocBoss will attempt to automatically match

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.

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.

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

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

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.

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.

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.

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

*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.

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 .