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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

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 .

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 … In this case, the card you assign the drawing to is set to go through three stages, starting with "Issued

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. … In these situations, creating a custom doc code/card field can provide additional functionality/flexibility

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

Uploading a new file to an already issued card If out with customer, the card will have a + status. … , and drag and drop the new file onto the corresponding card Notice the warning message that appears … in the "Processing" pop-up Manually change (increase) the revision number Once complete, the card will

Overdue Cards Report Daily or weekly report of all overdue cards for the project(s) you've selected. … Output can be filtered by a pre-established multi-project card report filter set . … Report can be customized using a template - see this article for details: Edit the Default Overdue Cards

(due to unprocessed files already being matched to the cards). 3. … Once the files are uploaded, run bulk matching to assign the files to their corresponding cards. 2. … Once the files have been matched, select the option to "Assign as native files to matched cards".

When a project is in progress (equipment/cards are linked to major tags), the Major Tag module cannot … should follow these steps: ** NOTE: Several of these steps will push documents to obsolete, remove cards … Edit any manual cards so they are no longer linked to major tags (change to link to tagged equipment

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

If the "Compare files" button is selected (below the card name), it will redirect to the card history … Processing The document viewer can be enabled after being assigned to a card. … History The document viewer can be enabled when reviewing the history of a card.

If modifications are required for individual cards, this can be done by updating the setting in the card … This option is available when processing cards both individually  and in bulk . … Projects (Individual) Cover Page / Stamps Column in Card List Grid The selected option for cover pages

To change the history entries navigate to the Card history by clicking on the History icon on the Card … Every submittal starts a Send/Receive pair which can be found in the Card History. … automatically but it can be changed manually if any history entry needs to be hidden or enabled on the Card

If the uploaded files don't match with any card, we show you an error in the top area of the matching … the File Name: 4531KR-MR-001-01- 0 to exactly match the card document number. … Testing bulk match parameters Select the info icon for the card you wish to test with.