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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

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.

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.

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

states ✓ ✓ ✓ View card states ✓ ✓ ✓ ✓ ✓ Process card to unit changes ✓ ✓ ✓ Re-assign obsolete cards … All view functions, plus: Upload documents to assigned cards, and participate in review routing/approvals … fields ✓ ✓ Add/edit project main fields ✓ ✓ ✓ Add/edit library card fields ✓ ✓ Add/edit custom lists

When a project is in progress (equipment/cards are linked to major tags), the Major Tag module cannot … Edit any manual cards so they are no longer linked to major tags (change to link to tagged equipment … Change all codes with level=major tag to a different level option (any cards with history will be moved

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

Uploading a new file to an already issued card If out with customer, the card will have a + status. … out with the customer: Mark “Show” button in Out of Workflow, and drag and drop the file into the Card … Now in Card History you will have X+, then 2+ (i.e. returned with comments), then X(+) (2 status will

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.

Doc Code/Card Fields To add custom columns to your Code List/Card List. … There can be an unlimited amount of custom Doc Code/Card Fields set up in your system. … The Queries is a systematic calculation that is applied to define which cards are applicable.

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.

Obsolete cards Added bulk process option to apply changes in bulk to obsolete cards If cards were … Cards which are eligible for this will be highlighted in green. … moved to Obsolete Cards in error (for example, if the doc code level was changed by accident), it is

Open the Action Card Click on the applicable card under the Card Name(Auto) column of the grid. … New File : this allows you to upload a new document to the card. … Once an action has been applied to a card, it remains in the "Outstanding Actions" grid until all actions

They can also be assigned to individual doc codes or cards. … To get started, first create routing scenarios , then apply them to doc codes or cards . … document is being returned from (sub-supplier, internal, customer), for internal approval, for NULL cards

The card list (via the " Status Combined " column) 2. … When routings are assigned on a card, a detailed overview of the internal approval workflow is available … If the card receives an approved internal status , the "approval" path will be highlighted in green.