Search results...

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 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. … Example: All cards generated from drawing codes require the Item/Model number(s) in the header.

An "Assigned" accordion will be created for each set of pages assigned to one card. … If you receive a combined file with multiple documents you are managing as separate cards, you can assign … individual pages from the multi-page PDF to their corresponding cards following the instructions below

Sorting The cards included in the grid can be sorted to show only the most relevant actions: "Visibility … due date problems only: This will show only the cards where the action due date it is after customer … This will show the actions that have been assigned on a Project that has been hidden Show/hide action/card

and opening the card history (via the clock icon under "Tools") for the cards(s) in question. … From card history Files that have already been processed can be reverted by navigating to the card list … Once on the card history screen, find the history entry for the most recent submittal and click the "

Once all cards are signed, the submittal is sent to the recipients. … Each user has a queue (in the actions area) of cards pending signatures. … articles: Generate (or upload) eSignature Certificates Set eSignature requirements per Doc Code (or Card

Alternative Approaches Copy a Card Useful when an exact duplicate of a pre-existing card is required … See this article for more information:  Create Package of Cards . … See this article for more information:  Split a card (and split equipment list) .

Select all cards for bulk completion. 3. … Once complete, 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

Menu > Cards > Card List). 2) Drag and drop the zip file directly onto the appropriate card. 3) Select … via the Card List. … To attach a zip folder directly onto a card, follow the steps below: 1) Navigate to the card list (Project

and  Create Cards and Match  features. … In DocBoss, you can use RegEx to parse card metadata from the file names when using the Bulk Processing … (see article:  Create Cards and Match ): It is not recommended to include symbols in the doc no. that

To add documents to the Ad-Hoc submittal queue, navigate to Project Menu > Cards > Card List  and select … To start an Ad-Hoc submittal, navigate to Project Menu > Cards In/Out > Outgoing Submittals   and scroll

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

(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".

: In the explanation of our menu items and features below, you will see many references to cards . … Each card stores its document's metadata (document number, status, due dates, and much more), current … working inside a project) System menu (from the gear icon on the top right of all screens) A note on cards

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

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.

Once uploaded to DocBoss, you assign the drawing to the appropriate card . … Once the drawing is submitted to the sub-supplier, the IFC stage auto-completes and moves the card to … Because the drawing was rejected, the card remains in the current stage (IFA) and you queue the drawing

Card list Document list List of documents on a project. … Each card contains all of the metadata and revisions for a document. … component cards are NOT to be submitted to the customer individually).

in the "File in Secondary File Format" area, via the card list. … Now you are ready to assign the documents to the document cards. ** Click here for info on assigning … the uploaded documents to cards ** For more information about incoming files have a look at our video

tile now only shows the details of the 37 cards which match both parameters). … With a lens applied, the dashboard will only show tiles which match the selected filter, and the card … These fields can be used as a lenses, allowing you to see card data in the tiles reflect only information