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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.

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.

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

the card TOC entry under EVERY secondary code with suffix Lists the card under the primary code, … TOC / Bookmark pattern for cards If you are showing each card in the TOC, this will apply a naming … and EVERY secondary doc code (result is one card with multiple listings on the TOC) Suppress Cards

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

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.

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.

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

Sub-Supplier List When using auto-generated cards, each card has a set of equipment linked to it. … This can be set by enabling the checkbox for "Expedite NULL cards": If enabled, when expediting … sub-suppliers, the system will include only the applicable documents (as per the sub-suppliers selected in the Card

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

already uploaded to the card) you must select the code and click Apply to Cards (button at bottom) after … It's also possible to add new variables by creating custom Doc Code/Card fields. … You can edit this setting on each card prior to the submittal window if you prefer.

Show queue in brackets for cards with .atdc If there is routing assigned on a card, it will still show … will include the variables (until it has actually been assigned) Once it has been assigned to the card … Card List Status Columns There are new status columns and filters, that break down the now Status

In order to create Cards we will use Levels . … A Card is a storage container for every version of a document. … There may be many individual documents (which we name Cards ) for each code (as reflected in the vendor

: Title and Card Reference Result First depth level: Section Second depth level … Depth of TOC: 4 Depth of TOC numbering: 4 Start of TOC numbering: 1 TOC/Bookmark pattern for cards … : Doc Codes Third depth level: Cards Compilation Sub-Packages If the compilation structure

Type=Published Level=combo level from previous step (Welder+Weld Type) Stage List=Hide cards … customer and weld procedures Type=Published Level=weld procedure Stage List=Hide cards … certificates to the library using the same convention (welder initials + weld type), you can auto-fill the cards

Processing Once a document has been assigned to a card, the card info slides in and you have the option … History While in the history of any card you can view the document at any entry.

This is the number of cards in “Stage Complete” status, vs the total number of cards. … Special group "Pinned" This groups displays all pinned cards, as well as all multi project cards. … This represents cards which are the USERS RESPONSIBILITY to submit.