Search results...

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

Affiliates on library cards By default, all cards uploaded to a library will be assigned to the default … you can use to find the search for the correct card. … name in the card history - either uploaded or issued).

The native files are uploaded directly from your computer, into the native file area on the card. … for the tagged equipment (as opposed to cards for the item/models of the major tags), you can select … So - if you have both major tags and tagged equipment, and you want to auto-generate the cards but ONLY

The change can also be applied to specific cards by selecting the applicable cards, expanding the options … determines whether a cover page will be added, if a stamp is required, or both/neither are needed for cards … It is possible to edit the cover page/stamp setting for a specific card by opening the edit form (pencil

From the popup, select the card(s) to be voided from the submittal and click "Void". … Note: If the cards have been modified since being submitted, they may not be eligible for voiding.  … Hyperlink If a hyperlink is included in the submittal email and one (or multiple) cards are voided from

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.

DocBoss will refer to the card ID number to determine which cards the changes apply to. … Type in the new numbers for the cards in question. … Save and upload the CSV to see the changes on the card list.

any cards. … Sort Cards in Compilation 8. … If doc code does not contain any cards:  Option to hide doc codes that do not contain any cards.

For more information on the impact of the TOC/Bookmark pattern for cards, see this article: Sort Cards … : Depth of TOC = 3, Depth of TOC numbering = 2, Start of TOC numbering = 1 TOC/Bookmark pattern for cards …   Depth of TOC = 2, Depth of TOC numbering = 2, Start of TOC numbering = 1 TOC/Bookmark pattern for cards

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

Card List Add warning to card (color the row) when action due date is after card due date. … On CSV upload - identify card rows by Supplier Doc No (and card ID) to avoid duplication of cards. … Add line number and custom card columns to the assign grid User may choose to enable/display custom card

Card management The ability to Edit the Stage and all Card metadata from each particular entry of Card … Compilations/Packages Update to the auto set to Hide Card from Customer When Cards, that already have … a history, are changed to Hide Cards from Customer Stage a warning will pop up to confirm the changes

Locked Cards Submitting the SDI Report through DocBoss will lock all cards on a project . … Status = Complete If the card receives a complete (approved) status, the card becomes locked and regeneration … For more details on card states, see this article:  Card State Regenerating SDI to include in a Compilation

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

Expedite Expedite NULL cards option update When "Expedite NULL cards" is enabled on expedite reports, … if a Project has less than 250 cards. … we now show all NULL overdue cards only.

When routings are assigned on a  card , a detailed overview of the workflow is available. … This column displays the following information about each card: Status Location, if not out with/pending … not yet made Not yet assigned a customer status, but has active file on the card Z System Completed

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

file to a new card. this is the only option if there has been actions against the card since the last … If you make a mistake assigning files into cards, you can undo it 2 ways From the assign screen 1) Go … From the history screen (for the card) 1) You can click the rollback function 2) You can reassign the

Reports Export card history for all cards on a project From the Index Reports & Compilations screen within … a project, you can export the history for all cards on the project. … Enhanced Query Use wildcards in queries when auto-attaching library files to project cards.

All Auto-Generated cards are directly linked to the equipment. … Obsolete Cards and How to Manage Them, click to learn more. … DocBoss supports those and helps you manage the changes to your document cards.