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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.

Any number of these can be selected. 1 - Assign reviewers to NULL cards: Applies to any cards which have … Example:  If a card is returned from the customer with an incomplete status, the card would be routed … applicable cards. 2 - Internal approval: Only available if internal approval is enabled on at least

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

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.

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

determines whether a cover page will be added, if a stamp is required, or both/neither are needed for cards … by selecting all doc codes, clicking "Apply" and choosing the "Cover Page / Stamps (to Cards)" option … It is possible to edit the cover page/stamp setting for a specific card by opening the edit form (pencil

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

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

All Auto-Generated cards are directly linked to the equipment. … Obsolete Cards and How to Manage Them, click to learn more. … DocBoss supports those and helps you manage the changes to your document cards.

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. … If the Card is Order Level by default, the Sub-Supplier it’s set to the internal company (even if there

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

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.

Projects (All) Multi-Project Card Report Visibility of cards and projects:  The option to view cards … to review ALL cards in one place. … The areas that you will see the updated grids are as follows: Home Project List - Project Cards Card