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(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. … 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

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

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.

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.

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.

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.

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

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

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