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NOTE: YOU MUST link the compilation to a Doc Code in order to see card specific details (doc numbers … Section Title Page Variables All general variables and card variables where compilation is attached … These arrays should be used between and to cross-reference card variables with the equipment units.

An example change might be to use the upload file name, rather than the card pattern (doc number, etc … |Multiple="TEXT" outputs TEXT if MORE THAN ONE equipment list value is assigned to card (but not … card display Document Number The OR operator Use OR operator to take first non-null value

Define which cards are to be included in the Reference you added. … Define which cards are to be included in the new Reference you added. … If we were to issue the IOM by “model” the card would show that we would be providing 3 manuals, and

Project dashboard summaries are now called tiles (vs cards) to avoid confusion with document cards. … Manage Translations Auto-create (and manage) secondary cards to store translated versions of documents … Reports New Email report for overdue cards New Email report for submittals not downloaded by target

Primary Doc Rev Warning: When there is a change to the doc card you have three options for a warning … the primary rev number you will not get a notification Require New - if you make a revision to a card … mandatory that you also change the primary rev number Warn if not changed - if you make a revision to a card

comment/markup pages (on submittal) In the assign screen, after dragging and dropping the file to the card … desired, users can stop comment sheets from being included in the next submittal via a checkbox (for each card

of the collapsed project card. … Now, if you have set up internal document codes, you can use them to skin the project cards. … Edit data on collapsed card view Administrators may now edit the data being displayed on all 5 rows

Variables Generally, submittals include multiple cards, therefore variables are restricted to project … See bottom of page if you need to send one email per card, and need document specific variables for the … ONE CARD per one submittal * Some customers have an automated document processing solution in place

Overdue Cards Report This report includes all the overdue cards from various projects and can

Cards Grouping / Sorting Users can decide how the expediting report will appear to customers with … the recipients Note: The list of supplier is pulled from the equipment list, major tags, and any cards

D) Doc Codes (Project Menu > Cards > Code List (Requirements)) Click + in grid and choose codes from … “NDE tests” to “NDE tests (PMI); NDE tests (Mag particle)" Manual cards (if levels not sufficient … Generic Codes Procedures: Opt1: Set to Order and duplicate cards for each procedure (all tags apply to

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

Details on filtering the multi-project card report can be found here . … Filtering "Other Data" on Multi-Project Card Report First thing is to bring the Other Data column

customers allows you to re-use them in any of their Projects and the easiest way to automatically build the Card … more about Doc Codes: Mapping customer codes to internal codes Differences between Codes and Cards

Select cards, and initiate submittal Select the documents you wish to send and start the submittal … For information on how to Set eSignature requirements per Doc Code (or Card) (Step 2), see our article

Card Management Merge Copy history when unmerging a card When a user disassembles a merged card … Now – users can edit merged cards, regardless of whether duplicates have been created. … in the assigned area using the same prefixes which are available on the full card list (i.e.

To get started: Navigate to the Admin Menu Select Doc Code/Card Fields screen Choose … to your project then Project Hub > (Set Up) Project Fields Template Scroll down to "Doc Code/Card … information about creating and enabling custom fields on your project, see our article: Add Custom Doc Code/Card

: 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 … Create and manage the list of documents on the project 6) Cards In/Out Bring files into

A sequence is an incremental number of all cards entries. … If unchecked, all cards will be incrementally numbered throughout all doc codes. … required to have a customer doc number entered you can check this and it will not let you add a new card

Drag the page(s) across to the card list. … DocBoss allows the user to select individual pages from a multi-page pdf, and assign them to separate cards