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Open the Action Card Click on the applicable card under the Card Name(Auto) column of the grid. … New File : this allows you to upload a new document to the card. … Once an action has been applied to a card, it remains in the "Outstanding Actions" grid until all actions

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

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

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.

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.

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Card State (more info here) tracks whether a card is active, void, cancelled, superseded etc.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.

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 uploaded to DocBoss, you assign the drawing to the appropriate card . … Because the drawing was rejected, the card remains in the current stage (IFA) and you queue the drawing … If a new stage is not selected upon receiving an approved status, the card will move to status "1" and

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.

From the popup, select the card(s) to be voided from the submittal (1), and click  Void (2). … Hyperlink If a hyperlink is included in the submittal email and one (or multiple) cards are voided from … However, please keep in mind that the voided cards will still be included when the ZIP file is downloaded

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

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 "

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.