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

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

Card list > Status combined column 2. … Once processed, the card status changes to X. … The next step is to route the card to a reviewer(s).

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) .

Click on the applicable card under the Card Name (Auto) column to open the action. Step 2. … Once an Action has been applied to a card, it remains in the Outstanding Actions Grid until the Action … Review the details of the card included in the article Complete an Outstanding Action . Step 3. 

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.

Card list Setting cards as required/unrequired:  The option to set cards as required/unrequired manually … be updated for ALL cards. … , (4) Completed cards.

To confirm that the supplier is associated with at least one card, navigate to  Project Menu > Cards … Does at least one card have the supplier associated with it? … > Card List , open the "Date and Non-Column Filters" options, navigate to the "Sub-Supplier" tab, and

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

for the tagged equipment (as opposed to cards for the item/models of the major tags), you can select … "Item/Model [TE]" vs "Item/Model [All]" Working with Cards Stage management New "For Approval" … The native files are uploaded directly from your computer, into the native file area on the card.

If card has secondary codes, replicate the card TOC entry under EVERY secondary code with suffix Option … to list the card under the primary code, and EVERY secondary doc code (result is one card with multiple … Sort Cards in Compilation . 2.  Table of Contents - Examples b.

states ✓ ✓ ✓ View card states ✓ ✓ ✓ ✓ ✓ Process card to unit changes ✓ ✓ ✓ Re-assign obsolete cards … ✓ ✓ ✓ Assign action on card they are assigned to ✓ ✓ ✓ ✓ Bulk re-assign action on any card ✓ ✓ Bulk … All view functions, plus: Upload documents to assigned cards, and participate in review routing/approvals

Once uploaded to DocBoss, you assign the drawing to the appropriate card . … Because the drawing was rejected, the card remains in the current stage (IFA) and you queue the drawing … Once the drawing is submitted to the sub-supplier, the IFC stage auto-completes and moves the card to

To begin, navigate to System Menu > Customization > Doc Code/Card Fields . 1. … Create a custom doc code/card field by clicking the "+" icon in the top right of the grid. 2. … Example: All cards generated from drawing codes require the Item/Model number(s) in the header.

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