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Overdue Cards Report Daily or weekly report of all overdue cards (as well as cards approaching their … Output can be filtered by a pre-established multi-project card report filter set . … Report can be customized using a template - see this article for details: Edit the Default Overdue Cards

Uploading a new file to an already issued card If out with customer, the card will have a + status. … , and drag and drop the new file onto the corresponding card Notice the warning message that appears … in the "Processing" pop-up Manually change (increase) the revision number Once complete, the card will

Sort Cards in Compilation 8. … codes that do not contain any cards. … cards where "No stamp and no cover page" has been selected.

(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".

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 … should follow these steps: ** NOTE: Several of these steps will push documents to obsolete, remove cards

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.

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

the File Name: 4531KR-MR-001-01- 0 to exactly match the card document number. … If the uploaded files don't match with any card, we show you an error in the top area of the matching … Testing bulk match parameters Select the info icon for the card you wish to test with.

Open the Action Card Click on the applicable card under the Card Name(Auto) column of the grid. … Card Info Review the details of the card and update the primary revision number. … New File : this allows you to upload a new document to the card.

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

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

SDI Reports can be attached to each applicable card in card list … - If there is more than one card created for the SDI Report (i.e. tag level was selected), the … and they can be downloaded in the selected format (Excel/PDF or both) from documents column and the 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.

and download Key Metrics for both cards and outstanding actions. … Grids Key Metric grids are available for both cards and outstanding actions. … Range Setting and Display The data which appears on incomplete cards and actions can be modified

Use quick show/hide filters (e.g., Show my actions only) Card List  (Project Menu > Cards > Card List … ) Reviewer users can view all cards on the project, including the card history. … Add non-column filters (e.g., all due cards) d. Article:  Multi-Project Card Report 3.

interface, our new Card List. … Also after a document has been assigned to a card, the card info slides in and give you the option to … Now you view and manage your cards from one single screen.

When multiple DocBoss users are assigned an action on the same card, their review can  be completed simultaneously … For example, the user could save their changes (via "Save for later" button) and re-open the card via … However, in order to see markups applied by another user, the card will need to be closed and re-opened

The stage list that is set for the card. 2. … After clicking apply (to current card or to multiple cards), the updated stage list (and associated stages … The stage that will be entered once the card is processed.

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.