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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

Sorting The cards included in the grid can be sorted to show only the most relevant actions: Options … 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 completed - Show action/card

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

Sort Cards in Compilation 8. … cards where "No stamp and no cover page" has been selected. … "Respect cover page suppression for each card" option will prevent a cover pages from being added to

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. … and template level: Default stage list Default option for the "stamps/cover page" doc code/card

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.

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

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

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 the "File in Secondary File Format" area, via the card list. … the zip folder and upload the zip file as-is, you must drag and drop the zip folder directly onto the card … the uploaded documents to cards ** For more information about incoming files have a look at our

Each user has a queue (in the actions area) of cards pending signatures. … Once all cards are signed, the submittal is sent to the recipients. … The submittal is then placed on hold, while the cards are queued for signature by the assigned eSignatories

Show queue in brackets for cards with .atdc If there is routing assigned on a card, it will still show … will include the variables (until it has actually been assigned) Once it has been assigned to the card … Card List Status Columns There are new status columns and filters, that break down the now Status

: 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 … working inside a project) System menu (from the gear icon on the top right of all screens) A note on cards

and  Create Cards and Match  features. … In DocBoss, you can use RegEx to parse card metadata from the file names when using the Bulk Processing … (see article:  Create Cards and Match ): It is not recommended to include symbols in the doc no. that

Do not display cards in SDI: If checked, cards using this stage list will not be listed on the SDI Report … Auto-generate numbers for:  By default, the cards will have the instance and customer auto-generated

Sub-Supplier 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

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