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Card State (more info here) tracks whether a card is active, void, cancelled, superseded etc. … Card management Manually process obsolete cards In the obsolete grid, we have added an option to … "process" the cards which appear there.

Next, navigate to the Card List and click on the History icon. … This will put the card back to it's state before it was resubmitted. … Also double check that the cards status is now the approved status and that there are no routings set

Once processed, the card status changes to X. … Once uploaded to DocBoss, you assign the document to the appropriate card. … In this case, the card you assign the document to is set to receive internal review, and the approval

need to re-issue the card to the customer. … Users may now append secondary codes to each card. 2. … We've added a "Show NULL only" option on the incoming cards grid.

Once completed, the TOC card will appear in the list of Outgoing Submittals to your customer. … Note: There must be at least one Doc Code or Card in the compilation structure for it to generate. … attach a Compilation/TOC to a Doc Code in DocBoss: Attach Compilation/TOC Navigate to  Project Menu > Cards

be assigned to its own card. … DocBoss will then assign the library document to the card, and update the document card title to match … In this case – DocBoss will search all library document meta-data for the reference of the document card

on upload, and see the current status of the card. … to generate (or choose select all) Click to Start generation Note that by default, we hide the cards … stage, and they make a submittal, the system will now reset the due date for that card using the "deliver

Select all cards for bulk completion. 4. Select Bulk complete actions . 5. … After this, the cards will disappear from the grid unless they have other pending routings. … Record is saved in the card history of which user bulk completed the routings if this was done on behalf

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

Select any card within the field you wish to search, and copying the dash character. … If using manual numbering, download card list data, edit in CSV, and upload again with "Overwrite OK" … If cards are locked, document numbers can be manually overwritten, but it will likely be simpler and

Card management Upload cards via CSV Fewer mandatory fields are required when uploading manual cards … Grids Card List CSV export inherit grid sort Users now have the ability to download the CSV Card … Library Custom Fields for library cards Custom fields are available to store library card metadata

How to display the column on the card list … Simply enable the Doc Number Pass Through (Supplier) for the code (or the specific card). … While you normally track the sub-supplier number in your card list (in the sub-supplier document number

Sort Cards in Compilation 8. … cards where "No stamp and no cover page" has been selected. … "Respect cover page suppression for each card" option will prevent a cover pages from being added to

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. … and template level: Default stage list Default option for the "stamps/cover page" doc code/card

When equipment changes, so too do the cards. … All Auto-Generated cards are directly linked to the equipment. … Obsolete Cards and How to Manage Them, click to learn more.

For more information about editing cards via CSV please check out the article: Edit Cards via CSV file … There are several options to overwrite the Sub-Supplier on the Card List: 1. … Overwrite the Sub-Supplier on the Edit Card pop-up. - Click Edit icon under Tools column.

in the "File in Secondary File Format" area, via the card list. … the zip folder and upload the zip file as-is, you must drag and drop the zip folder directly onto the card … the uploaded documents to cards ** For more information about incoming files have a look at our

for information about packages (and package-type compilations), see this article: Create Package of Cards … page preview cannot be linked to a doc code, so it will never show data related to the compilation card … If any of the Compilation templates contain information related to the Card (e.g., Document number, Revision

Each user has a queue (in the actions area) of cards pending signatures. … Once all cards are signed, the submittal is sent to the recipients. … The submittal is then placed on hold, while the cards are queued for signature by the assigned eSignatories

Adding/Editing Library Card Fields From the System Menu, select Admin > Customization > Library Card … Fields  to access the library card field list. … For more information about adding/editing Library Card fields, see this article .