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The updated date will then be reflected in the card history and on all templates (i.e., on the SDI and … To edit the date of an outgoing submittal, navigate to Project Menu > Cards In/Out > Outgoing Submittals

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 from

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

With this option selected, NULL cards which are overdue will still be included, and cards  without a … NULL cards to only include those which are due within a set number of days. … If expedite reports are set up to include both coming due and NULL cards, it is possible to limit the

Tip: It can be helpful to open the card history of a few different cards. … The card history can be accessed by clicking the clock icon under "Tools" on the Card List (or by clicking … To do this, navigate to the card history screen.

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

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

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

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 Packages

Edit Card This is the ability to Edit the card in its current status. … Move the active file to a different card This will remove the active file and the history from this card … Note: Current card will be set to NULL.

for information about packages (and package-type compilations), see this article: Create Package of Cards … page preview cannot be linked to a doc code, so it will never show data related to the compilation card … If any of the Compilation templates contain information related to the Card (e.g., Document number, Revision

In order to create Cards we will use Levels . … A Card is a storage container for every version of a document. … There may be many individual documents (which we name Cards ) for each code (as reflected in the vendor

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

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.

The projects with cards in the queue for submittal can be identified from the project list ( Logo Menu … Example :  You would like to see the projects which have 10+ cards available to submit to the customer

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.

Equipment List When using auto-generated cards, each card has a set of equipment linked to it. … This can be set by enabling the checkbox for "Expedite NULL cards": If enabled, when expediting emails … sub-suppliers, the system will include only the applicable documents (as per the sub-suppliers selected in the Card

Select any card within the field you wish to search, and copying the dash character. … Correcting Card List data with visually similar characters The best practice is to ensure the project … If using manual numbering, download card list data, edit in CSV, and upload again with "Overwrite OK"

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.

states ✓ ✓ ✓ View card states ✓ ✓ ✓ ✓ ✓ Process card to unit changes ✓ ✓ ✓ Re-assign obsolete cards … ✓ ✓ ✓ Assign action on card they are assigned to ✓ ✓ ✓ ✓ Bulk re-assign action on any card ✓ ✓ Bulk … All view functions, plus: Upload documents to assigned cards, and participate in review routing/approvals